Number of Shares
295,739.00
Current Holdings Value*
$22.37 Mil
% of Portfolio
7.73%
Total Estimate Gain
$5.61 Mil
% of Total Estimate Gain
29.27%

Neumann Capital Management, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Neumann Capital Management, LLC held 295,739.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $22.37 Mil. This investment constitutes 7.73% of their stock portfolio, and Neumann Capital Management, LLC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2020Q3. And since then Neumann Capital Management, LLC has made 16 purchases of IEFA, at an average price of $64.37, for a total of 297,754.00 shares. In addition, there have been 3 sales at an average price of $68.25 for 2,015.00 shares. Based on historical transaction data and IEFA's current price of $83.31, Neumann Capital Management, LLC's estimated gain on his IEFA holdings is $5.61 Mil, reflecting a 29.27% gain to date.

Neumann Capital Management, LLC IEFA ($83.31) Holding Chart

Neumann Capital Management, LLC 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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