CBM Financial, LLC IEFA Holdings History
Number of Shares
359,171.00
Current Holdings Value*
$29.06 Mil
% of Portfolio
23.62%
Total Estimate Gain
$2.79 Mil
% of Total Estimate Gain
10.40%
CBM Financial, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, CBM Financial, LLC held 359,171.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $29.06 Mil. This investment constitutes 23.62% of their stock portfolio, and CBM Financial, LLC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IEFA's current price of $82.56, CBM Financial, LLC's estimated gain on his IEFA holdings is $2.79 Mil, reflecting a 10.40% gain to date.
CBM Financial, LLC IEFA ($82.56) Holding Chart
CBM Financial, 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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