Number of Shares
551,208.00
Current Holdings Value*
$41.70 Mil
% of Portfolio
3.4%
Total Estimate Gain
$1.36 Mil
% of Total Estimate Gain
1.57%

Parcion Private Wealth LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Parcion Private Wealth LLC held 551,208.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $41.70 Mil. This investment constitutes 3.4% of their stock portfolio, and Parcion Private Wealth LLC now holds 0.03% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2019Q4. And since then Parcion Private Wealth LLC has made 4 purchases of IEFA, at an average price of $67.97, for a total of 1.27 Mil shares. In addition, there have been 6 sales at an average price of $58.71 for 721,264.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Parcion Private Wealth LLC's estimated gain on his IEFA holdings is $1.36 Mil, reflecting a 1.57% gain to date.

Parcion Private Wealth LLC IEFA ($82.56) Holding Chart

Parcion Private Wealth 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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