Number of Shares
104,851.00
Current Holdings Value*
$7.93 Mil
% of Portfolio
2.14%
Total Estimate Gain
$1.68 Mil
% of Total Estimate Gain
21.85%

Alliance Wealth Management Group's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Alliance Wealth Management Group held 104,851.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $7.93 Mil. This investment constitutes 2.14% of their stock portfolio, and Alliance Wealth Management Group now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2018Q4. And since then Alliance Wealth Management Group has made 21 purchases of IEFA, at an average price of $67.19, for a total of 114,731.00 shares. In addition, there have been 4 sales at an average price of $63.87 for 9,880.00 shares. Based on historical transaction data and IEFA's current price of $83.57, Alliance Wealth Management Group's estimated gain on his IEFA holdings is $1.68 Mil, reflecting a 21.85% gain to date.

Alliance Wealth Management Group IEFA ($83.57) Holding Chart

Alliance Wealth Management Group IEFA ($83.57) 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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