Number of Shares
73,643.00
Current Holdings Value*
$6.15 Mil
% of Portfolio
1.61%
Total Estimate Gain
$-438,438.11
% of Total Estimate Gain
-3.72%

St. Clair Advisors, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-06-30, St. Clair Advisors, LLC held 73,643.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $6.15 Mil. This investment constitutes 1.61% of their stock portfolio, and St. Clair Advisors, LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2020Q4. And since then St. Clair Advisors, LLC has made 7 purchases of IEFA, at an average price of $72.72, for a total of 161,966.00 shares. In addition, there have been 3 sales at an average price of $59.55 for 88,323.00 shares. Based on historical transaction data and IEFA's current price of $82.56, St. Clair Advisors, LLC's estimated gain on his IEFA holdings is $-438,438.11, reflecting a -3.72% gain to date.

St. Clair Advisors, LLC IEFA ($82.56) Holding Chart

St. Clair Advisors, LLC IEFA ($82.56) 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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