Number of Shares
23,292.00
Current Holdings Value*
$1.90 Mil
% of Portfolio
0.24%
Total Estimate Gain
$254,633.74
% of Total Estimate Gain
12.23%

Cascade Financial Partners, LLC's iShares MSCI EAFE ETF Holding Summary

As of 2025-03-31, Cascade Financial Partners, LLC held 23,292.00 shares of iShares MSCI EAFE ETF(EFA), totaling $1.90 Mil. This investment constitutes 0.24% of their stock portfolio, and Cascade Financial Partners, LLC now holds 0% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2024Q2. And since then Cascade Financial Partners, LLC has made 2 purchases of EFA, at an average price of $80.46, for a total of 25,874.00 shares. In addition, there have been 1 sales at an average price of $79.14 for 2,582.00 shares. Based on historical transaction data and EFA's current price of $91.54, Cascade Financial Partners, LLC's estimated gain on his EFA holdings is $254,633.74, reflecting a 12.23% gain to date.

Cascade Financial Partners, LLC EFA ($91.54) Holding Chart

Cascade Financial Partners, LLC EFA ($91.54) 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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