Number of Shares
578,398.00
Current Holdings Value*
$48.28 Mil
% of Portfolio
14.41%
Total Estimate Gain
$1.58 Mil
% of Total Estimate Gain
3.23%

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

As of 2025-06-30, Leverty Financial Group, LLC held 578,398.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $48.28 Mil. This investment constitutes 14.41% of their stock portfolio, and Leverty Financial Group, LLC now holds 0.03% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2022Q1. And since then Leverty Financial Group, LLC has made 7 purchases of IEFA, at an average price of $78.23, for a total of 625,882.00 shares. In addition, there have been 7 sales at an average price of $58.74 for 47,484.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Leverty Financial Group, LLC's estimated gain on his IEFA holdings is $1.58 Mil, reflecting a 3.23% gain to date.

Leverty Financial Group, LLC IEFA ($82.56) Holding Chart

Leverty Financial Group, LLC IEFA ($82.56) 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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