William Howard & Co Financial Advisors Inc IEFA Holdings History
William Howard & Co Financial Advisors Inc's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-06-30, William Howard & Co Financial Advisors Inc held 55,332.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $4.62 Mil. This investment constitutes 4.03% of their stock portfolio, and William Howard & Co Financial Advisors Inc now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2024Q1. And since then William Howard & Co Financial Advisors Inc has made 3 purchases of IEFA, at an average price of $71.59, for a total of 59,006.00 shares. In addition, there have been 2 sales at an average price of $76.05 for 3,674.00 shares. Based on historical transaction data and IEFA's current price of $85.51, William Howard & Co Financial Advisors Inc's estimated gain on his IEFA holdings is $786,430.64, reflecting a 18.62% gain to date.
William Howard & Co Financial Advisors Inc IEFA ($85.51) Holding Chart
William Howard & Co Financial Advisors Inc 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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