JSF Financial, LLC IEFA Holdings History

Number of Shares
293,853.00
Current Holdings Value*
$22.23 Mil
% of Portfolio
5.86%
Total Estimate Gain
$5.87 Mil
% of Total Estimate Gain
24.17%

JSF Financial, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, JSF Financial, LLC held 293,853.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $22.23 Mil. This investment constitutes 5.86% of their stock portfolio, and JSF Financial, LLC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2022Q1. And since then JSF Financial, LLC has made 10 purchases of IEFA, at an average price of $64.10, for a total of 378,693.00 shares. In addition, there have been 3 sales at an average price of $71.44 for 84,840.00 shares. Based on historical transaction data and IEFA's current price of $81.95, JSF Financial, LLC's estimated gain on his IEFA holdings is $5.87 Mil, reflecting a 24.17% gain to date.

JSF Financial, LLC IEFA ($81.95) Holding Chart

JSF Financial, LLC IEFA ($81.95) 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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