Berman Capital Advisors, LLC IEFA Holdings History
Berman Capital Advisors, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2021-09-30, Berman Capital Advisors, LLC held 1.01 Mil shares of iShares Core MSCI EAFE ETF(IEFA), totaling $75.28 Mil. This investment constitutes 11.84% of their stock portfolio, and Berman Capital Advisors, LLC now holds 0.07% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q2. And since then Berman Capital Advisors, LLC has made 12 purchases of IEFA, at an average price of $63.52, for a total of 1.03 Mil shares. Based on historical transaction data and IEFA's current price of $83.49, Berman Capital Advisors, LLC's estimated gain on his IEFA holdings is $20.26 Mil, reflecting a 31.04% gain to date.
Berman Capital Advisors, LLC IEFA ($83.49) Holding Chart
Berman Capital Advisors, LLC IEFA ($83.49) 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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