Number of Shares
991,765.00
Current Holdings Value*
$69.70 Mil
% of Portfolio
3.11%
Total Estimate Gain
$16.94 Mil
% of Total Estimate Gain
10.94%

Edge Capital Group, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2024-12-31, Edge Capital Group, LLC held 991,765.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $69.70 Mil. This investment constitutes 3.11% of their stock portfolio, and Edge Capital Group, LLC now holds 0.06% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2018Q4. And since then Edge Capital Group, LLC has made 15 purchases of IEFA, at an average price of $62.59, for a total of 2.47 Mil shares. In addition, there have been 9 sales at an average price of $60.16 for 1.48 Mil shares. Based on historical transaction data and IEFA's current price of $83.31, Edge Capital Group, LLC's estimated gain on his IEFA holdings is $16.94 Mil, reflecting a 10.94% gain to date.

Edge Capital Group, LLC IEFA ($83.31) Holding Chart

Edge Capital Group, LLC IEFA ($83.31) 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 %

Top Ranked Articles

  • 1