Urban Wealth Management, LLC IEFA Holdings History
Number of Shares
18,139.00
Current Holdings Value*
$1.07 Mil
% of Portfolio
3.59%
Total Estimate Gain
$440,397.26
% of Total Estimate Gain
39.65%
Urban Wealth Management, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2022-06-30, Urban Wealth Management, LLC held 18,139.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $1.07 Mil. This investment constitutes 3.59% of their stock portfolio, and Urban Wealth Management, LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q4. And since then Urban Wealth Management, LLC has made 1 purchases of IEFA, at an average price of $61.23, for a total of 18,139.00 shares. Based on historical transaction data and IEFA's current price of $85.51, Urban Wealth Management, LLC's estimated gain on his IEFA holdings is $440,397.26, reflecting a 39.65% gain to date.
Urban Wealth Management, LLC IEFA ($85.51) Holding Chart
Urban Wealth Management, LLC IEFA ($85.51) 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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