Aspect Partners, LLC EFA Holdings History

Number of Shares
95,002.00
Current Holdings Value*
$7.76 Mil
% of Portfolio
4.45%
Total Estimate Gain
$2.20 Mil
% of Total Estimate Gain
6.91%

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

As of 2025-03-31, Aspect Partners, LLC held 95,002.00 shares of iShares MSCI EAFE ETF(EFA), totaling $7.76 Mil. This investment constitutes 4.45% of their stock portfolio, and Aspect Partners, LLC now holds 0.01% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2023Q4. And since then Aspect Partners, LLC has made 2 purchases of EFA, at an average price of $75.44, for a total of 422,459.00 shares. In addition, there have been 3 sales at an average price of $78.24 for 327,457.00 shares. Based on historical transaction data and EFA's current price of $88.95, Aspect Partners, LLC's estimated gain on his EFA holdings is $2.20 Mil, reflecting a 6.91% gain to date.

Aspect Partners, LLC EFA ($88.95) Holding Chart

Aspect Partners, LLC EFA ($88.95) 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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