Envestnet Portfolio Solutions, Inc. IEFA Holdings History
Envestnet Portfolio Solutions, Inc.'s iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Envestnet Portfolio Solutions, Inc. held 9.04 Mil shares of iShares Core MSCI EAFE ETF(IEFA), totaling $684.20 Mil. This investment constitutes 2.62% of their stock portfolio, and Envestnet Portfolio Solutions, Inc. now holds 0.54% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2023Q3. And since then Envestnet Portfolio Solutions, Inc. has made 5 purchases of IEFA, at an average price of $68.37, for a total of 15.64 Mil shares. In addition, there have been 1 sales at an average price of $74.78 for 6.59 Mil shares. Based on historical transaction data and IEFA's current price of $82.93, Envestnet Portfolio Solutions, Inc.'s estimated gain on his IEFA holdings is $173.96 Mil, reflecting a 16.27% gain to date.
Envestnet Portfolio Solutions, Inc. IEFA ($82.93) Holding Chart
Envestnet Portfolio Solutions, Inc. IEFA ($82.93) 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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