Number of Shares
914,547.00
Current Holdings Value*
$69.19 Mil
% of Portfolio
1.04%
Total Estimate Gain
$13.76 Mil
% of Total Estimate Gain
6.35%

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

As of 2025-03-31, Merit Financial Group, LLC held 914,547.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $69.19 Mil. This investment constitutes 1.04% of their stock portfolio, and Merit Financial Group, LLC now holds 0.05% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2018Q2. And since then Merit Financial Group, LLC has made 21 purchases of IEFA, at an average price of $67.54, for a total of 3.21 Mil shares. In addition, there have been 6 sales at an average price of $67.35 for 2.29 Mil shares. Based on historical transaction data and IEFA's current price of $83.07, Merit Financial Group, LLC's estimated gain on his IEFA holdings is $13.76 Mil, reflecting a 6.35% gain to date.

Merit Financial Group, LLC IEFA ($83.07) Holding Chart

Merit Financial Group, LLC IEFA ($83.07) 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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