Number of Shares
671,206.00
Current Holdings Value*
$52.39 Mil
% of Portfolio
74.2%
Total Estimate Gain
$12.45 Mil
% of Total Estimate Gain
20.83%

DAN L DUNCAN FOUNDATION's iShares Core MSCI EAFE ETF Holding Summary

As of 2024-09-30, DAN L DUNCAN FOUNDATION held 671,206.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $52.39 Mil. This investment constitutes 74.2% of their stock portfolio, and DAN L DUNCAN FOUNDATION now holds 0.04% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2019Q4. And since then DAN L DUNCAN FOUNDATION has made 7 purchases of IEFA, at an average price of $62.78, for a total of 952,332.00 shares. In addition, there have been 5 sales at an average price of $59.87 for 281,126.00 shares. Based on historical transaction data and IEFA's current price of $82.56, DAN L DUNCAN FOUNDATION's estimated gain on his IEFA holdings is $12.45 Mil, reflecting a 20.83% gain to date.

DAN L DUNCAN FOUNDATION IEFA ($82.56) Holding Chart

DAN L DUNCAN FOUNDATION 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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