Number of Shares
274,398.00
Current Holdings Value*
$20.76 Mil
% of Portfolio
6.34%
Total Estimate Gain
$3.95 Mil
% of Total Estimate Gain
20.52%

Atlantic Edge Private Wealth Management, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Atlantic Edge Private Wealth Management, LLC held 274,398.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $20.76 Mil. This investment constitutes 6.34% of their stock portfolio, and Atlantic Edge Private Wealth Management, LLC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2023Q4. And since then Atlantic Edge Private Wealth Management, LLC has made 4 purchases of IEFA, at an average price of $68.35, for a total of 281,416.00 shares. In addition, there have been 1 sales at an average price of $73.71 for 7,018.00 shares. Based on historical transaction data and IEFA's current price of $82.60, Atlantic Edge Private Wealth Management, LLC's estimated gain on his IEFA holdings is $3.95 Mil, reflecting a 20.52% gain to date.

Atlantic Edge Private Wealth Management, LLC IEFA ($82.60) Holding Chart

Atlantic Edge Private Wealth Management, LLC IEFA ($82.60) 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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