Number of Shares
751,438.00
Current Holdings Value*
$45.20 Mil
% of Portfolio
8.78%
Total Estimate Gain
$12.69 Mil
% of Total Estimate Gain
8.91%

ERTS Wealth Advisors, LLC's iShares Core MSCI Europe ETF Holding Summary

As of 2025-03-31, ERTS Wealth Advisors, LLC held 751,438.00 shares of iShares Core MSCI Europe ETF(IEUR), totaling $45.20 Mil. This investment constitutes 8.78% of their stock portfolio, and ERTS Wealth Advisors, LLC now holds 0.84% of the outstanding iShares Core MSCI Europe ETF(IEUR) stock.

The initial trade took place in 2019Q2. And since then ERTS Wealth Advisors, LLC has made 12 purchases of IEUR, at an average price of $51.96, for a total of 2.74 Mil shares. In addition, there have been 10 sales at an average price of $52.36 for 1.99 Mil shares. Based on historical transaction data and IEUR's current price of $67.81, ERTS Wealth Advisors, LLC's estimated gain on his IEUR holdings is $12.69 Mil, reflecting a 8.91% gain to date.

ERTS Wealth Advisors, LLC IEUR ($67.81) Holding Chart

ERTS Wealth Advisors, LLC IEUR ($67.81) 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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