Waypoint Wealth Partners Inc. IEFA Holdings History
Waypoint Wealth Partners Inc.'s iShares Core MSCI EAFE ETF Holding Summary
As of 2025-06-30, Waypoint Wealth Partners Inc. held 57,399.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $4.79 Mil. This investment constitutes 1.16% of their stock portfolio, and Waypoint Wealth Partners Inc. now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q4. And since then Waypoint Wealth Partners Inc. has made 5 purchases of IEFA, at an average price of $64.53, for a total of 70,505.00 shares. In addition, there have been 9 sales at an average price of $70.66 for 13,106.00 shares. Based on historical transaction data and IEFA's current price of $82.59, Waypoint Wealth Partners Inc.'s estimated gain on his IEFA holdings is $1.12 Mil, reflecting a 24.55% gain to date.
Waypoint Wealth Partners Inc. IEFA ($82.59) Holding Chart
Waypoint Wealth Partners Inc. IEFA ($82.59) 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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