Number of Shares
125,603.00
Current Holdings Value*
$9.50 Mil
% of Portfolio
5.85%
Total Estimate Gain
$1.99 Mil
% of Total Estimate Gain
22.63%

Foundry Financial Group, Inc.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Foundry Financial Group, Inc. held 125,603.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $9.50 Mil. This investment constitutes 5.85% of their stock portfolio, and Foundry Financial Group, Inc. now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2023Q4. And since then Foundry Financial Group, Inc. has made 3 purchases of IEFA, at an average price of $67.49, for a total of 130,345.00 shares. In addition, there have been 2 sales at an average price of $74.81 for 4,742.00 shares. Based on historical transaction data and IEFA's current price of $83.06, Foundry Financial Group, Inc.'s estimated gain on his IEFA holdings is $1.99 Mil, reflecting a 22.63% gain to date.

Foundry Financial Group, Inc. IEFA ($83.06) Holding Chart

Foundry Financial Group, Inc. IEFA ($83.06) 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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