Number of Shares
305,854.00
Current Holdings Value*
$25.53 Mil
% of Portfolio
12.63%
Total Estimate Gain
$4.06 Mil
% of Total Estimate Gain
17.27%

New Perspectives, Inc's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-06-30, New Perspectives, Inc held 305,854.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $25.53 Mil. This investment constitutes 12.63% of their stock portfolio, and New Perspectives, Inc now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2021Q4. And since then New Perspectives, Inc has made 9 purchases of IEFA, at an average price of $71.80, for a total of 327,732.00 shares. In addition, there have been 1 sales at an average price of $74.78 for 21,878.00 shares. Based on historical transaction data and IEFA's current price of $84.87, New Perspectives, Inc's estimated gain on his IEFA holdings is $4.06 Mil, reflecting a 17.27% gain to date.

New Perspectives, Inc IEFA ($84.87) Holding Chart

New Perspectives, Inc IEFA ($84.87) 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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