Legacy Trust IEFA Holdings History

Number of Shares
2,415.00
Current Holdings Value*
$201,600.00
% of Portfolio
0.05%
Total Estimate Gain
$738,647.45
% of Total Estimate Gain
29.62%

Legacy Trust's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-06-30, Legacy Trust held 2,415.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $201,600.00. This investment constitutes 0.05% of their stock portfolio, and Legacy Trust now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2022Q4. And since then Legacy Trust has made 6 purchases of IEFA, at an average price of $61.44, for a total of 40,585.00 shares. In addition, there have been 1 sales at an average price of $79.31 for 38,170.00 shares. Based on historical transaction data and IEFA's current price of $84.87, Legacy Trust's estimated gain on his IEFA holdings is $738,647.45, reflecting a 29.62% gain to date.

Legacy Trust IEFA ($84.87) Holding Chart

Legacy Trust IEFA ($84.87) 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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