Number of Shares
1.99 Mil
Current Holdings Value*
$150.20 Mil
% of Portfolio
4.64%
Total Estimate Gain
$63.03 Mil
% of Total Estimate Gain
11.00%

GRIMES & COMPANY, INC.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, GRIMES & COMPANY, INC. held 1.99 Mil shares of iShares Core MSCI EAFE ETF(IEFA), totaling $150.20 Mil. This investment constitutes 4.64% of their stock portfolio, and GRIMES & COMPANY, INC. now holds 0.12% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2017Q1. And since then GRIMES & COMPANY, INC. has made 19 purchases of IEFA, at an average price of $64.59, for a total of 8.87 Mil shares. In addition, there have been 11 sales at an average price of $68.56 for 6.89 Mil shares. Based on historical transaction data and IEFA's current price of $82.56, GRIMES & COMPANY, INC.'s estimated gain on his IEFA holdings is $63.03 Mil, reflecting a 11.00% gain to date.

GRIMES & COMPANY, INC. IEFA ($82.56) Holding Chart

GRIMES & COMPANY, INC. IEFA ($82.56) 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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