Wescott Financial Advisory Group, LLC IEFA Holdings History
Wescott Financial Advisory Group, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Wescott Financial Advisory Group, LLC held 533,696.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $40.37 Mil. This investment constitutes 4.19% of their stock portfolio, and Wescott Financial Advisory Group, LLC now holds 0.03% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q4. And since then Wescott Financial Advisory Group, LLC has made 16 purchases of IEFA, at an average price of $69.07, for a total of 540,610.00 shares. In addition, there have been 1 sales at an average price of $74.78 for 6,914.00 shares. Based on historical transaction data and IEFA's current price of $83.07, Wescott Financial Advisory Group, LLC's estimated gain on his IEFA holdings is $7.51 Mil, reflecting a 20.12% gain to date.
Wescott Financial Advisory Group, LLC IEFA ($83.07) Holding Chart
Wescott Financial Advisory Group, LLC IEFA ($83.07) 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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