Number of Shares
216,606.00
Current Holdings Value*
$16.39 Mil
% of Portfolio
1.72%
Total Estimate Gain
$6.80 Mil
% of Total Estimate Gain
10.67%

Conservest Capital Advisors, Inc.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Conservest Capital Advisors, Inc. held 216,606.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $16.39 Mil. This investment constitutes 1.72% of their stock portfolio, and Conservest Capital Advisors, Inc. now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2018Q2. And since then Conservest Capital Advisors, Inc. has made 14 purchases of IEFA, at an average price of $66.89, for a total of 953,280.00 shares. In addition, there have been 14 sales at an average price of $71.52 for 736,674.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Conservest Capital Advisors, Inc.'s estimated gain on his IEFA holdings is $6.80 Mil, reflecting a 10.67% gain to date.

Conservest Capital Advisors, Inc. IEFA ($82.56) Holding Chart

Conservest Capital Advisors, Inc. IEFA ($82.56) 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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