Planning Solutions Group LLC IEFA Holdings History
Number of Shares
228,452.00
Current Holdings Value*
$14.03 Mil
% of Portfolio
7.47%
Total Estimate Gain
$5.51 Mil
% of Total Estimate Gain
39.03%
Planning Solutions Group LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2019-06-30, Planning Solutions Group LLC held 228,452.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $14.03 Mil. This investment constitutes 7.47% of their stock portfolio, and Planning Solutions Group LLC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q4. In addition, there have been 2 sales at an average price of $59.27 for 12,986.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Planning Solutions Group LLC's estimated gain on his IEFA holdings is $5.51 Mil, reflecting a 39.03% gain to date.
Planning Solutions Group LLC IEFA ($82.56) Holding Chart
Planning Solutions Group 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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