Number of Shares
79,347.00
Current Holdings Value*
$6.00 Mil
% of Portfolio
4.8%
Total Estimate Gain
$863,086.78
% of Total Estimate Gain
7.41%

Paladin Advisory Group, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Paladin Advisory Group, LLC held 79,347.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $6.00 Mil. This investment constitutes 4.8% of their stock portfolio, and Paladin Advisory Group, LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2022Q1. And since then Paladin Advisory Group, LLC has made 7 purchases of IEFA, at an average price of $68.35, for a total of 170,454.00 shares. In addition, there have been 4 sales at an average price of $64.64 for 91,107.00 shares. Based on historical transaction data and IEFA's current price of $83.49, Paladin Advisory Group, LLC's estimated gain on his IEFA holdings is $863,086.78, reflecting a 7.41% gain to date.

Paladin Advisory Group, LLC IEFA ($83.49) Holding Chart

Paladin Advisory Group, LLC IEFA ($83.49) 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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