INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC EFA Holdings History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2024-06-30, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 129,338.00 shares of iShares MSCI EAFE ETF(EFA), totaling $10.13 Mil. This investment constitutes 1.55% of their stock portfolio, and INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC now holds -% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2018Q2. And since then INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC has made 15 purchases of EFA, at an average price of $72.59, for a total of 461,920.00 shares. In addition, there have been 10 sales at an average price of $72.02 for 332,582.00 shares. Based on historical transaction data and EFA's current price of $88.06, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's estimated gain on his EFA holdings is $1.81 Mil, reflecting a 5.40% gain to date.
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC EFA ($88.06) Holding Chart
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC EFA ($88.06) 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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