Number of Shares
98,475.00
Current Holdings Value*
$7.45 Mil
% of Portfolio
3.97%
Total Estimate Gain
$1.94 Mil
% of Total Estimate Gain
10.62%

Econ Financial Services Corp's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Econ Financial Services Corp held 98,475.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $7.45 Mil. This investment constitutes 3.97% of their stock portfolio, and Econ Financial Services Corp now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2023Q1. And since then Econ Financial Services Corp has made 6 purchases of IEFA, at an average price of $69.39, for a total of 262,562.00 shares. In addition, there have been 4 sales at an average price of $72.73 for 164,087.00 shares. Based on historical transaction data and IEFA's current price of $83.48, Econ Financial Services Corp's estimated gain on his IEFA holdings is $1.94 Mil, reflecting a 10.62% gain to date.

Econ Financial Services Corp IEFA ($83.48) Holding Chart

Econ Financial Services Corp IEFA ($83.48) 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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