Number of Shares
184,185.00
Current Holdings Value*
$13.93 Mil
% of Portfolio
1.57%
Total Estimate Gain
$6.08 Mil
% of Total Estimate Gain
10.56%

RATIONAL ADVISORS, INC.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, RATIONAL ADVISORS, INC. held 184,185.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $13.93 Mil. This investment constitutes 1.57% of their stock portfolio, and RATIONAL ADVISORS, INC. now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2019Q4. And since then RATIONAL ADVISORS, INC. has made 13 purchases of IEFA, at an average price of $65.43, for a total of 880,943.00 shares. In addition, there have been 9 sales at an average price of $69.73 for 696,758.00 shares. Based on historical transaction data and IEFA's current price of $82.23, RATIONAL ADVISORS, INC.'s estimated gain on his IEFA holdings is $6.08 Mil, reflecting a 10.56% gain to date.

RATIONAL ADVISORS, INC. IEFA ($82.23) Holding Chart

RATIONAL ADVISORS, INC. IEFA ($82.23) 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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