Number of Shares
594,352.00
Current Holdings Value*
$44.96 Mil
% of Portfolio
3.38%
Total Estimate Gain
$15.44 Mil
% of Total Estimate Gain
30.43%

BOK Financial Private Wealth, Inc.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, BOK Financial Private Wealth, Inc. held 594,352.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $44.96 Mil. This investment constitutes 3.38% of their stock portfolio, and BOK Financial Private Wealth, Inc. now holds 0.04% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2017Q1. And since then BOK Financial Private Wealth, Inc. has made 9 purchases of IEFA, at an average price of $59.66, for a total of 850,397.00 shares. In addition, there have been 21 sales at an average price of $66.80 for 256,045.00 shares. Based on historical transaction data and IEFA's current price of $82.56, BOK Financial Private Wealth, Inc.'s estimated gain on his IEFA holdings is $15.44 Mil, reflecting a 30.43% gain to date.

BOK Financial Private Wealth, Inc. IEFA ($82.56) Holding Chart

BOK Financial Private Wealth, Inc. 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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