Number of Shares
153,510.00
Current Holdings Value*
$11.61 Mil
% of Portfolio
11.02%
Total Estimate Gain
$1.80 Mil
% of Total Estimate Gain
15.89%

Carbahal Olsen Financial Services Group, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Carbahal Olsen Financial Services Group, LLC held 153,510.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $11.61 Mil. This investment constitutes 11.02% of their stock portfolio, and Carbahal Olsen Financial Services Group, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2024Q4. And since then Carbahal Olsen Financial Services Group, LLC has made 1 purchases of IEFA, at an average price of $73.72, for a total of 153,510.00 shares. Based on historical transaction data and IEFA's current price of $85.44, Carbahal Olsen Financial Services Group, LLC's estimated gain on his IEFA holdings is $1.80 Mil, reflecting a 15.89% gain to date.

Carbahal Olsen Financial Services Group, LLC IEFA ($85.44) Holding Chart

Carbahal Olsen Financial Services Group, LLC IEFA ($85.44) 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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