Number of Shares
3,707.00
Current Holdings Value*
$280,730.00
% of Portfolio
0.43%
Total Estimate Gain
$31,620.71
% of Total Estimate Gain
11.41%

Navigation Wealth Management, Inc.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Navigation Wealth Management, Inc. held 3,707.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $280,730.00. This investment constitutes 0.43% of their stock portfolio, and Navigation Wealth Management, Inc. now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2025Q1. And since then Navigation Wealth Management, Inc. has made 1 purchases of IEFA, at an average price of $74.78, for a total of 3,707.00 shares. Based on historical transaction data and IEFA's current price of $83.31, Navigation Wealth Management, Inc.'s estimated gain on his IEFA holdings is $31,620.71, reflecting a 11.41% gain to date.

Navigation Wealth Management, Inc. IEFA ($83.31) Holding Chart

Navigation Wealth Management, Inc. IEFA ($83.31) 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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