Affiance Financial, LLC IEFA Holdings History
Number of Shares
269,604.00
Current Holdings Value*
$22.51 Mil
% of Portfolio
4.57%
Total Estimate Gain
$4.34 Mil
% of Total Estimate Gain
23.21%
Affiance Financial, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-06-30, Affiance Financial, LLC held 269,604.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $22.51 Mil. This investment constitutes 4.57% of their stock portfolio, and Affiance Financial, LLC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2022Q4. And since then Affiance Financial, LLC has made 11 purchases of IEFA, at an average price of $69.40, for a total of 269,604.00 shares. Based on historical transaction data and IEFA's current price of $85.51, Affiance Financial, LLC's estimated gain on his IEFA holdings is $4.34 Mil, reflecting a 23.21% gain to date.
Affiance Financial, LLC IEFA ($85.51) Holding Chart
Affiance Financial, LLC 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 % |
Top Ranked Articles
- 1