Number of Shares
46,253.00
Current Holdings Value*
$3.50 Mil
% of Portfolio
4.09%
Total Estimate Gain
$359,742.54
% of Total Estimate Gain
10.38%

POM Investment Strategies, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, POM Investment Strategies, LLC held 46,253.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $3.50 Mil. This investment constitutes 4.09% of their stock portfolio, and POM Investment Strategies, LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2024Q3. And since then POM Investment Strategies, LLC has made 2 purchases of IEFA, at an average price of $74.78, for a total of 46,345.00 shares. In addition, there have been 1 sales at an average price of $73.71 for 92.00 shares. Based on historical transaction data and IEFA's current price of $82.56, POM Investment Strategies, LLC's estimated gain on his IEFA holdings is $359,742.54, reflecting a 10.38% gain to date.

POM Investment Strategies, LLC IEFA ($82.56) Holding Chart

POM Investment Strategies, LLC IEFA ($82.56) 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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