Turtle Creek Wealth Advisors, LLC IEFA Holdings History
Turtle Creek Wealth Advisors, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Turtle Creek Wealth Advisors, LLC held 418,984.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $31.70 Mil. This investment constitutes 4.73% of their stock portfolio, and Turtle Creek Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2023Q4. And since then Turtle Creek Wealth Advisors, LLC has made 4 purchases of IEFA, at an average price of $69.62, for a total of 519,146.00 shares. In addition, there have been 1 sales at an average price of $73.71 for 100,162.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Turtle Creek Wealth Advisors, LLC's estimated gain on his IEFA holdings is $5.83 Mil, reflecting a 16.14% gain to date.
Turtle Creek Wealth Advisors, LLC IEFA ($82.56) Holding Chart
Turtle Creek Wealth Advisors, 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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