Petix & Botte Co IEFA Holdings History

Number of Shares
142,393.00
Current Holdings Value*
$10.77 Mil
% of Portfolio
2.84%
Total Estimate Gain
$2.25 Mil
% of Total Estimate Gain
7.06%

Petix & Botte Co's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Petix & Botte Co held 142,393.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $10.77 Mil. This investment constitutes 2.84% of their stock portfolio, and Petix & Botte Co now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2019Q4. And since then Petix & Botte Co has made 9 purchases of IEFA, at an average price of $68.61, for a total of 464,169.00 shares. In addition, there have been 11 sales at an average price of $69.43 for 321,776.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Petix & Botte Co's estimated gain on his IEFA holdings is $2.25 Mil, reflecting a 7.06% gain to date.

Petix & Botte Co IEFA ($82.56) Holding Chart

Petix & Botte Co 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 %

Top Ranked Articles

  • 1