Number of Shares
69,076.00
Current Holdings Value*
$5.23 Mil
% of Portfolio
1.5%
Total Estimate Gain
$7.06 Mil
% of Total Estimate Gain
13.35%

Compton Financial Group, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Compton Financial Group, LLC held 69,076.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $5.23 Mil. This investment constitutes 1.5% of their stock portfolio, and Compton Financial Group, LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2020Q4. And since then Compton Financial Group, LLC has made 14 purchases of IEFA, at an average price of $66.35, for a total of 797,283.00 shares. In addition, there have been 3 sales at an average price of $74.39 for 728,207.00 shares. Based on historical transaction data and IEFA's current price of $83.86, Compton Financial Group, LLC's estimated gain on his IEFA holdings is $7.06 Mil, reflecting a 13.35% gain to date.

Compton Financial Group, LLC IEFA ($83.86) Holding Chart

Compton Financial Group, LLC IEFA ($83.86) 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 %

Top Ranked Articles

  • 1