Clarfeld Financial Advisors, LLC IEFA Holdings History
Number of Shares
79,674.00
Current Holdings Value*
$4.38 Mil
% of Portfolio
3.72%
Total Estimate Gain
$1.99 Mil
% of Total Estimate Gain
42.77%
Clarfeld Financial Advisors, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2018-12-31, Clarfeld Financial Advisors, LLC held 79,674.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $4.38 Mil. This investment constitutes 3.72% of their stock portfolio, and Clarfeld Financial Advisors, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q4. Based on historical transaction data and IEFA's current price of $83.49, Clarfeld Financial Advisors, LLC's estimated gain on his IEFA holdings is $1.99 Mil, reflecting a 42.77% gain to date.
Clarfeld Financial Advisors, LLC IEFA ($83.49) Holding Chart
Clarfeld Financial Advisors, LLC IEFA ($83.49) 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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