Atlas Legacy Advisors, LLC IEFA Holdings History
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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