RMR Wealth Builders IEFA Holdings History

Number of Shares
546,585.00
Current Holdings Value*
$41.35 Mil
% of Portfolio
4.35%
Total Estimate Gain
$8.94 Mil
% of Total Estimate Gain
24.33%

RMR Wealth Builders's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, RMR Wealth Builders held 546,585.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $41.35 Mil. This investment constitutes 4.35% of their stock portfolio, and RMR Wealth Builders now holds 0.03% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2021Q1. And since then RMR Wealth Builders has made 16 purchases of IEFA, at an average price of $67.21, for a total of 546,666.00 shares. In addition, there have been 1 sales at an average price of $74.63 for 81.00 shares. Based on historical transaction data and IEFA's current price of $83.57, RMR Wealth Builders's estimated gain on his IEFA holdings is $8.94 Mil, reflecting a 24.33% gain to date.

RMR Wealth Builders IEFA ($83.57) Holding Chart

RMR Wealth Builders 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 %

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