Dynamic Financial Group IEFA Holdings History
Number of Shares
21,447.00
Current Holdings Value*
$1.62 Mil
% of Portfolio
1.62%
Total Estimate Gain
$189,768.50
% of Total Estimate Gain
12.00%
Dynamic Financial Group's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Dynamic Financial Group held 21,447.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $1.62 Mil. This investment constitutes 1.62% of their stock portfolio, and Dynamic Financial Group now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2024Q4. And since then Dynamic Financial Group has made 1 purchases of IEFA, at an average price of $73.71, for a total of 21,447.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Dynamic Financial Group's estimated gain on his IEFA holdings is $189,768.50, reflecting a 12.00% gain to date.
Dynamic Financial Group IEFA ($82.56) Holding Chart
Dynamic Financial Group 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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