Number of Shares
147,879.00
Current Holdings Value*
$13.22 Mil
% of Portfolio
3.27%
Total Estimate Gain
$4.06 Mil
% of Total Estimate Gain
17.08%

Shulman DeMeo Asset Management LLC's iShares MSCI EAFE ETF Holding Summary

As of 2025-06-30, Shulman DeMeo Asset Management LLC held 147,879.00 shares of iShares MSCI EAFE ETF(EFA), totaling $13.22 Mil. This investment constitutes 3.27% of their stock portfolio, and Shulman DeMeo Asset Management LLC now holds 0.02% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2019Q1. And since then Shulman DeMeo Asset Management LLC has made 10 purchases of EFA, at an average price of $71.25, for a total of 333,218.00 shares. In addition, there have been 16 sales at an average price of $76.94 for 185,339.00 shares. Based on historical transaction data and EFA's current price of $91.54, Shulman DeMeo Asset Management LLC's estimated gain on his EFA holdings is $4.06 Mil, reflecting a 17.08% gain to date.

Shulman DeMeo Asset Management LLC EFA ($91.54) Holding Chart

Shulman DeMeo Asset Management LLC EFA ($91.54) 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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