Number of Shares
867,010.00
Current Holdings Value*
$72.38 Mil
% of Portfolio
8.61%
Total Estimate Gain
$16.86 Mil
% of Total Estimate Gain
27.70%

Graves Light Lenhart Wealth, Inc.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2025-06-30, Graves Light Lenhart Wealth, Inc. held 867,010.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $72.38 Mil. This investment constitutes 8.61% of their stock portfolio, and Graves Light Lenhart Wealth, Inc. now holds 0.05% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2019Q3. And since then Graves Light Lenhart Wealth, Inc. has made 21 purchases of IEFA, at an average price of $66.47, for a total of 915,513.00 shares. In addition, there have been 2 sales at an average price of $73.66 for 48,503.00 shares. Based on historical transaction data and IEFA's current price of $85.51, Graves Light Lenhart Wealth, Inc.'s estimated gain on his IEFA holdings is $16.86 Mil, reflecting a 27.70% gain to date.

Graves Light Lenhart Wealth, Inc. IEFA ($85.51) Holding Chart

Graves Light Lenhart Wealth, Inc. 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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