Number of Shares
803,603.00
Current Holdings Value*
$60.79 Mil
% of Portfolio
1.82%
Total Estimate Gain
$27.21 Mil
% of Total Estimate Gain
28.39%

RITHOLTZ WEALTH MANAGEMENT's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, RITHOLTZ WEALTH MANAGEMENT held 803,603.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $60.79 Mil. This investment constitutes 1.82% of their stock portfolio, and RITHOLTZ WEALTH MANAGEMENT now holds 0.05% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2018Q2. And since then RITHOLTZ WEALTH MANAGEMENT has made 19 purchases of IEFA, at an average price of $60.07, for a total of 1.60 Mil shares. In addition, there have been 9 sales at an average price of $70.60 for 791,714.00 shares. Based on historical transaction data and IEFA's current price of $83.57, RITHOLTZ WEALTH MANAGEMENT's estimated gain on his IEFA holdings is $27.21 Mil, reflecting a 28.39% gain to date.

RITHOLTZ WEALTH MANAGEMENT IEFA ($83.57) Holding Chart

RITHOLTZ WEALTH MANAGEMENT IEFA ($83.57) 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