Number of Shares
358,100.00
Current Holdings Value*
$27.09 Mil
% of Portfolio
4.4%
Total Estimate Gain
$6.63 Mil
% of Total Estimate Gain
25.29%

NEW ENGLAND ASSET MANAGEMENT INC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, NEW ENGLAND ASSET MANAGEMENT INC held 358,100.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $27.09 Mil. This investment constitutes 4.4% of their stock portfolio, and NEW ENGLAND ASSET MANAGEMENT INC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2020Q3. And since then NEW ENGLAND ASSET MANAGEMENT INC has made 5 purchases of IEFA, at an average price of $63.95, for a total of 409,800.00 shares. In addition, there have been 1 sales at an average price of $65.91 for 51,700.00 shares. Based on historical transaction data and IEFA's current price of $82.17, NEW ENGLAND ASSET MANAGEMENT INC's estimated gain on his IEFA holdings is $6.63 Mil, reflecting a 25.29% gain to date.

NEW ENGLAND ASSET MANAGEMENT INC IEFA ($82.17) Holding Chart

NEW ENGLAND ASSET MANAGEMENT INC IEFA ($82.17) 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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