Traveka Wealth, LLC IEFA Holdings History

Number of Shares
44,793.00
Current Holdings Value*
$3.74 Mil
% of Portfolio
1.98%
Total Estimate Gain
$736,641.84
% of Total Estimate Gain
14.34%

Traveka Wealth, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-06-30, Traveka Wealth, LLC held 44,793.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $3.74 Mil. This investment constitutes 1.98% of their stock portfolio, and Traveka Wealth, LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2023Q4. And since then Traveka Wealth, LLC has made 2 purchases of IEFA, at an average price of $69.20, for a total of 74,230.00 shares. In addition, there have been 4 sales at an average price of $73.90 for 29,437.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Traveka Wealth, LLC's estimated gain on his IEFA holdings is $736,641.84, reflecting a 14.34% gain to date.

Traveka Wealth, LLC IEFA ($82.56) Holding Chart

Traveka Wealth, LLC IEFA ($82.56) 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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