Gresham Partners, LLC IEFA Holdings History
Number of Shares
35,188.00
Current Holdings Value*
$1.90 Mil
% of Portfolio
7.25%
Total Estimate Gain
$803,602.48
% of Total Estimate Gain
37.93%
Gresham Partners, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2020-03-31, Gresham Partners, LLC held 35,188.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $1.90 Mil. This investment constitutes 7.25% of their stock portfolio, and Gresham Partners, LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2019Q2. And since then Gresham Partners, LLC has made 2 purchases of IEFA, at an average price of $60.20, for a total of 35,188.00 shares. Based on historical transaction data and IEFA's current price of $83.04, Gresham Partners, LLC's estimated gain on his IEFA holdings is $803,602.48, reflecting a 37.93% gain to date.
Gresham Partners, LLC IEFA ($83.04) Holding Chart
Gresham Partners, LLC IEFA ($83.04) 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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