Number of Shares
456,535.00
Current Holdings Value*
$38.11 Mil
% of Portfolio
10.91%
Total Estimate Gain
$9.66 Mil
% of Total Estimate Gain
27.73%

Global Wealth Strategies & Associates's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-06-30, Global Wealth Strategies & Associates held 456,535.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $38.11 Mil. This investment constitutes 10.91% of their stock portfolio, and Global Wealth Strategies & Associates now holds 0.03% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2022Q4. And since then Global Wealth Strategies & Associates has made 6 purchases of IEFA, at an average price of $63.18, for a total of 551,199.00 shares. In addition, there have been 4 sales at an average price of $71.75 for 94,664.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Global Wealth Strategies & Associates's estimated gain on his IEFA holdings is $9.66 Mil, reflecting a 27.73% gain to date.

Global Wealth Strategies & Associates IEFA ($82.56) Holding Chart

Global Wealth Strategies & Associates 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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