Daniels&Tansey,LLP IEFA Holdings History

Number of Shares
44,835.00
Current Holdings Value*
$12.21 Mil
% of Portfolio
4.23%
Total Estimate Gain
$2.76 Mil
% of Total Estimate Gain
9.55%

Daniels&Tansey,LLP's iShares Core MSCI EAFE ETF Holding Summary

As of 2023-09-30, Daniels&Tansey,LLP held 44,835.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $12.21 Mil. This investment constitutes 4.23% of their stock portfolio, and Daniels&Tansey,LLP now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2020Q3. And since then Daniels&Tansey,LLP has made 7 purchases of IEFA, at an average price of $62.47, for a total of 463,352.00 shares. In addition, there have been 5 sales at an average price of $66.60 for 418,517.00 shares. Based on historical transaction data and IEFA's current price of $85.51, Daniels&Tansey,LLP's estimated gain on his IEFA holdings is $2.76 Mil, reflecting a 9.55% gain to date.

Daniels&Tansey,LLP IEFA ($85.51) Holding Chart

Daniels&Tansey,LLP 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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