Number of Shares
121,661.00
Current Holdings Value*
$10.16 Mil
% of Portfolio
3.96%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
11.01%

PRIVATE CLIENT SERVICES, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-06-30, PRIVATE CLIENT SERVICES, LLC held 121,661.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $10.16 Mil. This investment constitutes 3.96% of their stock portfolio, and PRIVATE CLIENT SERVICES, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2023Q4. And since then PRIVATE CLIENT SERVICES, LLC has made 5 purchases of IEFA, at an average price of $72.95, for a total of 141,473.00 shares. In addition, there have been 1 sales at an average price of $73.71 for 19,812.00 shares. Based on historical transaction data and IEFA's current price of $82.17, PRIVATE CLIENT SERVICES, LLC's estimated gain on his IEFA holdings is $1.14 Mil, reflecting a 11.01% gain to date.

PRIVATE CLIENT SERVICES, LLC IEFA ($82.17) Holding Chart

PRIVATE CLIENT SERVICES, LLC IEFA ($82.17) 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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