ASPIRIANT, LLC IEFA Holdings History

Number of Shares
699,254.00
Current Holdings Value*
$52.90 Mil
% of Portfolio
1.84%
Total Estimate Gain
$8.46 Mil
% of Total Estimate Gain
13.45%

ASPIRIANT, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, ASPIRIANT, LLC held 699,254.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $52.90 Mil. This investment constitutes 1.84% of their stock portfolio, and ASPIRIANT, LLC now holds 0.04% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2018Q2. And since then ASPIRIANT, LLC has made 21 purchases of IEFA, at an average price of $68.62, for a total of 916,850.00 shares. In addition, there have been 7 sales at an average price of $55.29 for 217,596.00 shares. Based on historical transaction data and IEFA's current price of $84.87, ASPIRIANT, LLC's estimated gain on his IEFA holdings is $8.46 Mil, reflecting a 13.45% gain to date.

ASPIRIANT, LLC IEFA ($84.87) Holding Chart

ASPIRIANT, LLC IEFA ($84.87) 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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