PIERSHALE FINANCIAL GROUP, INC. EFA Holdings History
Number of Shares
85,857.00
Current Holdings Value*
$6.22 Mil
% of Portfolio
3.97%
Total Estimate Gain
$1.44 Mil
% of Total Estimate Gain
23.49%
PIERSHALE FINANCIAL GROUP, INC.'s iShares MSCI EAFE ETF Holding Summary
As of 2023-06-30, PIERSHALE FINANCIAL GROUP, INC. held 85,857.00 shares of iShares MSCI EAFE ETF(EFA), totaling $6.22 Mil. This investment constitutes 3.97% of their stock portfolio, and PIERSHALE FINANCIAL GROUP, INC. now holds 0.01% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2015Q4. And since then PIERSHALE FINANCIAL GROUP, INC. has made 2 purchases of EFA, at an average price of $71.55, for a total of 85,857.00 shares. Based on historical transaction data and EFA's current price of $88.36, PIERSHALE FINANCIAL GROUP, INC.'s estimated gain on his EFA holdings is $1.44 Mil, reflecting a 23.49% gain to date.
PIERSHALE FINANCIAL GROUP, INC. EFA ($88.36) Holding Chart
PIERSHALE FINANCIAL GROUP, INC. EFA ($88.36) 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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