Wellspring Financial Advisors, LLC IEFA Holdings History
Wellspring Financial Advisors, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Wellspring Financial Advisors, LLC held 1.21 Mil shares of iShares Core MSCI EAFE ETF(IEFA), totaling $55.93 Mil. This investment constitutes 6.22% of their stock portfolio, and Wellspring Financial Advisors, LLC now holds 0.07% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q1. And since then Wellspring Financial Advisors, LLC has made 11 purchases of IEFA, at an average price of $72.09, for a total of 1.22 Mil shares. In addition, there have been 3 sales at an average price of $63.93 for 15,212.00 shares. Based on historical transaction data and IEFA's current price of $83.49, Wellspring Financial Advisors, LLC's estimated gain on his IEFA holdings is $13.63 Mil, reflecting a 15.48% gain to date.
Wellspring Financial Advisors, LLC IEFA ($83.49) Holding Chart
Wellspring Financial Advisors, LLC IEFA ($83.49) 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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