Wealth Forward, LLC IEFA Holdings History
Wealth Forward, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Wealth Forward, LLC held 2,826.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $213,790.00. This investment constitutes 0.15% of their stock portfolio, and Wealth Forward, LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2024Q1. And since then Wealth Forward, LLC has made 2 purchases of IEFA, at an average price of $72.98, for a total of 5,652.00 shares. In addition, there have been 1 sales at an average price of $73.71 for 2,826.00 shares. Based on historical transaction data and IEFA's current price of $83.86, Wealth Forward, LLC's estimated gain on his IEFA holdings is $32,781.60, reflecting a 7.95% gain to date.
Wealth Forward, LLC IEFA ($83.86) Holding Chart
Wealth Forward, LLC IEFA ($83.86) 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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