Trek Financial, LLC IEFA Holdings History
Trek Financial, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Trek Financial, LLC held 458,292.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $34.67 Mil. This investment constitutes 2.51% of their stock portfolio, and Trek Financial, LLC now holds 0.03% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q4. And since then Trek Financial, LLC has made 11 purchases of IEFA, at an average price of $63.88, for a total of 3.82 Mil shares. In addition, there have been 13 sales at an average price of $66.89 for 3.37 Mil shares. Based on historical transaction data and IEFA's current price of $85.46, Trek Financial, LLC's estimated gain on his IEFA holdings is $20.05 Mil, reflecting a 8.21% gain to date.
Trek Financial, LLC IEFA ($85.46) Holding Chart
Trek Financial, LLC IEFA ($85.46) 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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