Number of Shares
586,451.00
Current Holdings Value*
$43.53 Mil
% of Portfolio
1.05%
Total Estimate Gain
$9.28 Mil
% of Total Estimate Gain
23.70%

InterOcean Capital Group, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2024-03-31, InterOcean Capital Group, LLC held 586,451.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $43.53 Mil. This investment constitutes 1.05% of their stock portfolio, and InterOcean Capital Group, LLC now holds -% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2020Q4. And since then InterOcean Capital Group, LLC has made 13 purchases of IEFA, at an average price of $66.78, for a total of 586,451.00 shares. Based on historical transaction data and IEFA's current price of $82.60, InterOcean Capital Group, LLC's estimated gain on his IEFA holdings is $9.28 Mil, reflecting a 23.70% gain to date.

InterOcean Capital Group, LLC IEFA ($82.60) Holding Chart

InterOcean Capital Group, LLC IEFA ($82.60) 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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