Gratus Capital, LLC IEFA Holdings History

Number of Shares
1.18 Mil
Current Holdings Value*
$85.77 Mil
% of Portfolio
3.43%
Total Estimate Gain
$19.21 Mil
% of Total Estimate Gain
13.87%

Gratus Capital, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2024-06-30, Gratus Capital, LLC held 1.18 Mil shares of iShares Core MSCI EAFE ETF(IEFA), totaling $85.77 Mil. This investment constitutes 3.43% of their stock portfolio, and Gratus Capital, LLC now holds -% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2021Q3. And since then Gratus Capital, LLC has made 8 purchases of IEFA, at an average price of $66.76, for a total of 2.07 Mil shares. In addition, there have been 3 sales at an average price of $63.48 for 893,080.00 shares. Based on historical transaction data and IEFA's current price of $85.51, Gratus Capital, LLC's estimated gain on his IEFA holdings is $19.21 Mil, reflecting a 13.87% gain to date.

Gratus Capital, LLC IEFA ($85.51) Holding Chart

Gratus Capital, LLC IEFA ($85.51) 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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