Number of Shares
502,711.00
Current Holdings Value*
$41.97 Mil
% of Portfolio
9.41%
Total Estimate Gain
$7.03 Mil
% of Total Estimate Gain
18.89%

Conrad Siegel Investment Advisors, Inc.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2025-06-30, Conrad Siegel Investment Advisors, Inc. held 502,711.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $41.97 Mil. This investment constitutes 9.41% of their stock portfolio, and Conrad Siegel Investment Advisors, Inc. now holds 0.03% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2021Q4. And since then Conrad Siegel Investment Advisors, Inc. has made 14 purchases of IEFA, at an average price of $71.20, for a total of 522,826.00 shares. In addition, there have been 1 sales at an average price of $63.22 for 20,115.00 shares. Based on historical transaction data and IEFA's current price of $85.51, Conrad Siegel Investment Advisors, Inc.'s estimated gain on his IEFA holdings is $7.03 Mil, reflecting a 18.89% gain to date.

Conrad Siegel Investment Advisors, Inc. IEFA ($85.51) Holding Chart

Conrad Siegel Investment Advisors, Inc. IEFA ($85.51) 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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