Number of Shares
163,039.00
Current Holdings Value*
$12.33 Mil
% of Portfolio
2.32%
Total Estimate Gain
$2.87 Mil
% of Total Estimate Gain
21.28%

Liquid Strategies, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Liquid Strategies, LLC held 163,039.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $12.33 Mil. This investment constitutes 2.32% of their stock portfolio, and Liquid Strategies, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2023Q3. And since then Liquid Strategies, LLC has made 3 purchases of IEFA, at an average price of $67.39, for a total of 200,262.00 shares. In addition, there have been 4 sales at an average price of $74.02 for 37,223.00 shares. Based on historical transaction data and IEFA's current price of $83.49, Liquid Strategies, LLC's estimated gain on his IEFA holdings is $2.87 Mil, reflecting a 21.28% gain to date.

Liquid Strategies, LLC IEFA ($83.49) Holding Chart

Liquid Strategies, LLC IEFA ($83.49) 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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