Number of Shares
384,037.00
Current Holdings Value*
$26.46 Mil
% of Portfolio
14.28%
Total Estimate Gain
$5.15 Mil
% of Total Estimate Gain
17.27%

AAF Wealth Management, LLC's iShares Core MSCI International Developed Markets ETF Holding Summary

As of 2025-03-31, AAF Wealth Management, LLC held 384,037.00 shares of iShares Core MSCI International Developed Markets ETF(IDEV), totaling $26.46 Mil. This investment constitutes 14.28% of their stock portfolio, and AAF Wealth Management, LLC now holds 0.15% of the outstanding iShares Core MSCI International Developed Markets ETF(IDEV) stock.

The initial trade took place in 2022Q1. And since then AAF Wealth Management, LLC has made 10 purchases of IDEV, at an average price of $62.55, for a total of 476,670.00 shares. In addition, there have been 3 sales at an average price of $63.34 for 92,633.00 shares. Based on historical transaction data and IDEV's current price of $75.77, AAF Wealth Management, LLC's estimated gain on his IDEV holdings is $5.15 Mil, reflecting a 17.27% gain to date.

AAF Wealth Management, LLC IDEV ($75.77) Holding Chart

AAF Wealth Management, LLC IDEV ($75.77) 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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