Aspect Partners, LLC IEFA Holdings History

Number of Shares
106,101.00
Current Holdings Value*
$8.03 Mil
% of Portfolio
4.6%
Total Estimate Gain
$1.44 Mil
% of Total Estimate Gain
19.50%

Aspect Partners, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Aspect Partners, LLC held 106,101.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $8.03 Mil. This investment constitutes 4.6% of their stock portfolio, and Aspect Partners, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2023Q4. And since then Aspect Partners, LLC has made 5 purchases of IEFA, at an average price of $69.52, for a total of 106,101.00 shares. Based on historical transaction data and IEFA's current price of $83.07, Aspect Partners, LLC's estimated gain on his IEFA holdings is $1.44 Mil, reflecting a 19.50% gain to date.

Aspect Partners, LLC IEFA ($83.07) Holding Chart

Aspect Partners, LLC IEFA ($83.07) 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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