Number of Shares
553,163.00
Current Holdings Value*
$45.72 Mil
% of Portfolio
2.88%
Total Estimate Gain
$9.31 Mil
% of Total Estimate Gain
23.08%

Confluence Wealth Services, Inc.'s iShares MSCI EAFE ETF Holding Summary

As of 2025-03-31, Confluence Wealth Services, Inc. held 553,163.00 shares of iShares MSCI EAFE ETF(EFA), totaling $45.72 Mil. This investment constitutes 2.88% of their stock portfolio, and Confluence Wealth Services, Inc. now holds 0.08% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2021Q4. And since then Confluence Wealth Services, Inc. has made 11 purchases of EFA, at an average price of $72.70, for a total of 554,575.00 shares. In addition, there have been 1 sales at an average price of $74.79 for 1,412.00 shares. Based on historical transaction data and EFA's current price of $89.52, Confluence Wealth Services, Inc.'s estimated gain on his EFA holdings is $9.31 Mil, reflecting a 23.08% gain to date.

Confluence Wealth Services, Inc. EFA ($89.52) Holding Chart

Confluence Wealth Services, Inc. EFA ($89.52) 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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