Number of Shares
266,981.00
Current Holdings Value*
$20.20 Mil
% of Portfolio
6.22%
Total Estimate Gain
$4.44 Mil
% of Total Estimate Gain
23.12%

Proquility Private Wealth Partners, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Proquility Private Wealth Partners, LLC held 266,981.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $20.20 Mil. This investment constitutes 6.22% of their stock portfolio, and Proquility Private Wealth Partners, LLC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2020Q4. And since then Proquility Private Wealth Partners, LLC has made 11 purchases of IEFA, at an average price of $66.87, for a total of 286,956.00 shares. In addition, there have been 6 sales at an average price of $67.87 for 19,975.00 shares. Based on historical transaction data and IEFA's current price of $83.41, Proquility Private Wealth Partners, LLC's estimated gain on his IEFA holdings is $4.44 Mil, reflecting a 23.12% gain to date.

Proquility Private Wealth Partners, LLC IEFA ($83.41) Holding Chart

Proquility Private Wealth Partners, LLC IEFA ($83.41) 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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