Wealthstream Advisors, Inc. IEFA Holdings History
Wealthstream Advisors, Inc.'s iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Wealthstream Advisors, Inc. held 110,303.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $8.34 Mil. This investment constitutes 1.56% of their stock portfolio, and Wealthstream Advisors, Inc. now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2021Q4. And since then Wealthstream Advisors, Inc. has made 4 purchases of IEFA, at an average price of $73.77, for a total of 121,749.00 shares. In addition, there have been 8 sales at an average price of $69.75 for 11,446.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Wealthstream Advisors, Inc.'s estimated gain on his IEFA holdings is $923,691.07, reflecting a 10.28% gain to date.
Wealthstream Advisors, Inc. IEFA ($82.56) Holding Chart
Wealthstream Advisors, Inc. 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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