Tandem Wealth Advisors LLC EFA Holdings History
Tandem Wealth Advisors LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, Tandem Wealth Advisors LLC held 189,907.00 shares of iShares MSCI EAFE ETF(EFA), totaling $15.54 Mil. This investment constitutes 8.13% of their stock portfolio, and Tandem Wealth Advisors LLC now holds 0.03% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2022Q4. And since then Tandem Wealth Advisors LLC has made 3 purchases of EFA, at an average price of $62.97, for a total of 267,384.00 shares. In addition, there have been 5 sales at an average price of $77.90 for 77,477.00 shares. Based on historical transaction data and EFA's current price of $89.52, Tandem Wealth Advisors LLC's estimated gain on his EFA holdings is $6.20 Mil, reflecting a 36.82% gain to date.
Tandem Wealth Advisors LLC EFA ($89.52) Holding Chart
Tandem Wealth Advisors LLC EFA ($89.52) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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