McCutchen Group LLC IEFA Holdings History

Number of Shares
265,675.00
Current Holdings Value*
$13.99 Mil
% of Portfolio
3.01%
Total Estimate Gain
$6.69 Mil
% of Total Estimate Gain
39.37%

McCutchen Group LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2022-09-30, McCutchen Group LLC held 265,675.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $13.99 Mil. This investment constitutes 3.01% of their stock portfolio, and McCutchen Group LLC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2018Q4. And since then McCutchen Group LLC has made 11 purchases of IEFA, at an average price of $57.65, for a total of 294,823.00 shares. In addition, there have been 3 sales at an average price of $55.37 for 29,148.00 shares. Based on historical transaction data and IEFA's current price of $83.09, McCutchen Group LLC's estimated gain on his IEFA holdings is $6.69 Mil, reflecting a 39.37% gain to date.

McCutchen Group LLC IEFA ($83.09) Holding Chart

McCutchen Group LLC IEFA ($83.09) 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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