HALBERT HARGROVE GLOBAL ADVISORS, LLC IEFA Holdings History
HALBERT HARGROVE GLOBAL ADVISORS, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, HALBERT HARGROVE GLOBAL ADVISORS, LLC held 1.83 Mil shares of iShares Core MSCI EAFE ETF(IEFA), totaling $138.14 Mil. This investment constitutes 7.8% of their stock portfolio, and HALBERT HARGROVE GLOBAL ADVISORS, LLC now holds 0.11% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q4. And since then HALBERT HARGROVE GLOBAL ADVISORS, LLC has made 16 purchases of IEFA, at an average price of $61.99, for a total of 2.27 Mil shares. In addition, there have been 9 sales at an average price of $67.52 for 445,889.00 shares. Based on historical transaction data and IEFA's current price of $83.05, HALBERT HARGROVE GLOBAL ADVISORS, LLC's estimated gain on his IEFA holdings is $40.92 Mil, reflecting a 29.05% gain to date.
HALBERT HARGROVE GLOBAL ADVISORS, LLC IEFA ($83.05) Holding Chart
HALBERT HARGROVE GLOBAL ADVISORS, LLC IEFA ($83.05) 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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