NDVR, Inc. IEFA Holdings History
Number of Shares
21,360.00
Current Holdings Value*
$1.62 Mil
% of Portfolio
1.65%
Total Estimate Gain
$357,832.67
% of Total Estimate Gain
17.11%
NDVR, Inc.'s iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, NDVR, Inc. held 21,360.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $1.62 Mil. This investment constitutes 1.65% of their stock portfolio, and NDVR, Inc. now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2023Q4. And since then NDVR, Inc. has made 3 purchases of IEFA, at an average price of $68.50, for a total of 30,536.00 shares. In addition, there have been 2 sales at an average price of $74.77 for 9,176.00 shares. Based on historical transaction data and IEFA's current price of $82.56, NDVR, Inc.'s estimated gain on his IEFA holdings is $357,832.67, reflecting a 17.11% gain to date.
NDVR, Inc. IEFA ($82.56) Holding Chart
NDVR, Inc. IEFA ($82.56) 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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