Number of Shares
147,024.00
Current Holdings Value*
$11.12 Mil
% of Portfolio
6.65%
Total Estimate Gain
$1.11 Mil
% of Total Estimate Gain
8.53%

MATRIX PRIVATE CAPITAL GROUP LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, MATRIX PRIVATE CAPITAL GROUP LLC held 147,024.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $11.12 Mil. This investment constitutes 6.65% of their stock portfolio, and MATRIX PRIVATE CAPITAL GROUP LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2021Q4. And since then MATRIX PRIVATE CAPITAL GROUP LLC has made 9 purchases of IEFA, at an average price of $72.76, for a total of 179,338.00 shares. In addition, there have been 4 sales at an average price of $65.11 for 32,314.00 shares. Based on historical transaction data and IEFA's current price of $82.01, MATRIX PRIVATE CAPITAL GROUP LLC's estimated gain on his IEFA holdings is $1.11 Mil, reflecting a 8.53% gain to date.

MATRIX PRIVATE CAPITAL GROUP LLC IEFA ($82.01) Holding Chart

MATRIX PRIVATE CAPITAL GROUP LLC IEFA ($82.01) 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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