ODonnell Financial Services, LLC EFA Holdings History
Number of Shares
88,175.00
Current Holdings Value*
$7.21 Mil
% of Portfolio
2.97%
Total Estimate Gain
$736,261.25
% of Total Estimate Gain
10.36%
ODonnell Financial Services, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, ODonnell Financial Services, LLC held 88,175.00 shares of iShares MSCI EAFE ETF(EFA), totaling $7.21 Mil. This investment constitutes 2.97% of their stock portfolio, and ODonnell Financial Services, LLC now holds 0.01% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2025Q1. And since then ODonnell Financial Services, LLC has made 1 purchases of EFA, at an average price of $80.60, for a total of 88,175.00 shares. Based on historical transaction data and EFA's current price of $88.95, ODonnell Financial Services, LLC's estimated gain on his EFA holdings is $736,261.25, reflecting a 10.36% gain to date.
ODonnell Financial Services, LLC EFA ($88.95) Holding Chart
ODonnell Financial Services, LLC EFA ($88.95) 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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