Number of Shares
182,002.00
Current Holdings Value*
$14.54 Mil
% of Portfolio
4.44%
Total Estimate Gain
$3.98 Mil
% of Total Estimate Gain
7.47%

GUIDANCE CAPITAL, INC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, GUIDANCE CAPITAL, INC held 182,002.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $14.54 Mil. This investment constitutes 4.44% of their stock portfolio, and GUIDANCE CAPITAL, INC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2023Q2. And since then GUIDANCE CAPITAL, INC has made 2 purchases of IEFA, at an average price of $68.23, for a total of 780,958.00 shares. In addition, there have been 5 sales at an average price of $70.52 for 598,956.00 shares. Based on historical transaction data and IEFA's current price of $82.56, GUIDANCE CAPITAL, INC's estimated gain on his IEFA holdings is $3.98 Mil, reflecting a 7.47% gain to date.

GUIDANCE CAPITAL, INC IEFA ($82.56) Holding Chart

GUIDANCE CAPITAL, 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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