Number of Shares
102,013.00
Current Holdings Value*
$7.72 Mil
% of Portfolio
1.88%
Total Estimate Gain
$1.33 Mil
% of Total Estimate Gain
5.33%

ELEMENT POINTE ADVISORS, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, ELEMENT POINTE ADVISORS, LLC held 102,013.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $7.72 Mil. This investment constitutes 1.88% of their stock portfolio, and ELEMENT POINTE ADVISORS, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2018Q4. And since then ELEMENT POINTE ADVISORS, LLC has made 11 purchases of IEFA, at an average price of $67.24, for a total of 370,061.00 shares. In addition, there have been 9 sales at an average price of $66.36 for 268,048.00 shares. Based on historical transaction data and IEFA's current price of $82.56, ELEMENT POINTE ADVISORS, LLC's estimated gain on his IEFA holdings is $1.33 Mil, reflecting a 5.33% gain to date.

ELEMENT POINTE ADVISORS, LLC IEFA ($82.56) Holding Chart

ELEMENT POINTE ADVISORS, LLC 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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