Number of Shares
102,024.00
Current Holdings Value*
$7.72 Mil
% of Portfolio
1.96%
Total Estimate Gain
$793,746.72
% of Total Estimate Gain
10.40%

Atlas Legacy Advisors, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Atlas Legacy Advisors, LLC held 102,024.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $7.72 Mil. This investment constitutes 1.96% of their stock portfolio, and Atlas Legacy Advisors, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2025Q1. And since then Atlas Legacy Advisors, LLC has made 1 purchases of IEFA, at an average price of $74.78, for a total of 102,024.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Atlas Legacy Advisors, LLC's estimated gain on his IEFA holdings is $793,746.72, reflecting a 10.40% gain to date.

Atlas Legacy Advisors, LLC IEFA ($82.56) Holding Chart

Atlas Legacy Advisors, LLC IEFA ($82.56) 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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