Number of Shares
90,565.00
Current Holdings Value*
$7.56 Mil
% of Portfolio
6.44%
Total Estimate Gain
$1.45 Mil
% of Total Estimate Gain
23.42%

CAMELOT TECHNOLOGY ADVISORS, INC.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2025-06-30, CAMELOT TECHNOLOGY ADVISORS, INC. held 90,565.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $7.56 Mil. This investment constitutes 6.44% of their stock portfolio, and CAMELOT TECHNOLOGY ADVISORS, INC. now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2023Q4. And since then CAMELOT TECHNOLOGY ADVISORS, INC. has made 3 purchases of IEFA, at an average price of $66.71, for a total of 92,843.00 shares. In addition, there have been 3 sales at an average price of $73.29 for 2,278.00 shares. Based on historical transaction data and IEFA's current price of $82.56, CAMELOT TECHNOLOGY ADVISORS, INC.'s estimated gain on his IEFA holdings is $1.45 Mil, reflecting a 23.42% gain to date.

CAMELOT TECHNOLOGY ADVISORS, INC. IEFA ($82.56) Holding Chart

CAMELOT TECHNOLOGY ADVISORS, 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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