Number of Shares
230,296.00
Current Holdings Value*
$17.42 Mil
% of Portfolio
4.96%
Total Estimate Gain
$4.58 Mil
% of Total Estimate Gain
22.98%

Guidance Point Advisors, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Guidance Point Advisors, LLC held 230,296.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $17.42 Mil. This investment constitutes 4.96% of their stock portfolio, and Guidance Point Advisors, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2018Q4. And since then Guidance Point Advisors, LLC has made 17 purchases of IEFA, at an average price of $63.02, for a total of 316,352.00 shares. In addition, there have been 8 sales at an average price of $62.61 for 86,056.00 shares. Based on historical transaction data and IEFA's current price of $83.07, Guidance Point Advisors, LLC's estimated gain on his IEFA holdings is $4.58 Mil, reflecting a 22.98% gain to date.

Guidance Point Advisors, LLC IEFA ($83.07) Holding Chart

Guidance Point Advisors, LLC IEFA ($83.07) 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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