Klingman & Associates, LLC IEFA Holdings History
Klingman & Associates, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Klingman & Associates, LLC held 698,801.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $52.86 Mil. This investment constitutes 3.24% of their stock portfolio, and Klingman & Associates, LLC now holds 0.04% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q1. And since then Klingman & Associates, LLC has made 19 purchases of IEFA, at an average price of $65.13, for a total of 759,309.00 shares. In addition, there have been 2 sales at an average price of $61.35 for 60,508.00 shares. Based on historical transaction data and IEFA's current price of $84.67, Klingman & Associates, LLC's estimated gain on his IEFA holdings is $13.43 Mil, reflecting a 27.15% gain to date.
Klingman & Associates, LLC IEFA ($84.67) Holding Chart
Klingman & Associates, LLC IEFA ($84.67) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
