Wealthquest Corp IEFA Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$32.08 Mil
% of Total Estimate Gain
17.84%

Wealthquest Corp's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Wealthquest Corp held - shares of iShares Core MSCI EAFE ETF(IEFA), totaling N/A. This investment constitutes 0% of their stock portfolio, and Wealthquest Corp now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2020Q2. And since then Wealthquest Corp has made 17 purchases of IEFA, at an average price of $67.81, for a total of 2.65 Mil shares. In addition, there have been 3 sales at an average price of $74.39 for 1.34 Mil shares. Based on historical transaction data and IEFA's current price of $85.51, Wealthquest Corp's estimated gain on his IEFA holdings is $32.08 Mil, reflecting a 17.84% gain to date.

Wealthquest Corp IEFA ($85.51) Holding Chart

Wealthquest Corp 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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