Number of Shares
77,708.00
Current Holdings Value*
$5.88 Mil
% of Portfolio
1.71%
Total Estimate Gain
$2.06 Mil
% of Total Estimate Gain
11.77%

AVALON CAPITAL MANAGEMENT's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, AVALON CAPITAL MANAGEMENT held 77,708.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $5.88 Mil. This investment constitutes 1.71% of their stock portfolio, and AVALON CAPITAL MANAGEMENT now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2022Q4. And since then AVALON CAPITAL MANAGEMENT has made 2 purchases of IEFA, at an average price of $63.14, for a total of 277,110.00 shares. In addition, there have been 1 sales at an average price of $65.56 for 199,402.00 shares. Based on historical transaction data and IEFA's current price of $83.44, AVALON CAPITAL MANAGEMENT's estimated gain on his IEFA holdings is $2.06 Mil, reflecting a 11.77% gain to date.

AVALON CAPITAL MANAGEMENT IEFA ($83.44) Holding Chart

AVALON CAPITAL MANAGEMENT IEFA ($83.44) 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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