Number of Shares
307,088.00
Current Holdings Value*
$23.23 Mil
% of Portfolio
8.99%
Total Estimate Gain
$5.66 Mil
% of Total Estimate Gain
11.30%

Bishop & Co Investment Management, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Bishop & Co Investment Management, LLC held 307,088.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $23.23 Mil. This investment constitutes 8.99% of their stock portfolio, and Bishop & Co Investment Management, LLC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2018Q2. And since then Bishop & Co Investment Management, LLC has made 21 purchases of IEFA, at an average price of $66.34, for a total of 754,417.00 shares. In addition, there have been 7 sales at an average price of $67.51 for 447,329.00 shares. Based on historical transaction data and IEFA's current price of $83.05, Bishop & Co Investment Management, LLC's estimated gain on his IEFA holdings is $5.66 Mil, reflecting a 11.30% gain to date.

Bishop & Co Investment Management, LLC IEFA ($83.05) Holding Chart

Bishop & Co Investment Management, LLC IEFA ($83.05) 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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