Number of Shares
177,912.00
Current Holdings Value*
$13.46 Mil
% of Portfolio
13.47%
Total Estimate Gain
$2.47 Mil
% of Total Estimate Gain
18.70%

MARQUETTE ASSOCIATES, INC.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, MARQUETTE ASSOCIATES, INC. held 177,912.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $13.46 Mil. This investment constitutes 13.47% of their stock portfolio, and MARQUETTE ASSOCIATES, INC. now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2023Q4. And since then MARQUETTE ASSOCIATES, INC. has made 2 purchases of IEFA, at an average price of $71.14, for a total of 185,910.00 shares. In addition, there have been 2 sales at an average price of $74.83 for 7,998.00 shares. Based on historical transaction data and IEFA's current price of $84.87, MARQUETTE ASSOCIATES, INC.'s estimated gain on his IEFA holdings is $2.47 Mil, reflecting a 18.70% gain to date.

MARQUETTE ASSOCIATES, INC. IEFA ($84.87) Holding Chart

MARQUETTE ASSOCIATES, INC. 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 %

Top Ranked Articles

  • 1