Number of Shares
288,562.00
Current Holdings Value*
$21.83 Mil
% of Portfolio
5.47%
Total Estimate Gain
$4.58 Mil
% of Total Estimate Gain
22.32%

Stephens Consulting, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Stephens Consulting, LLC held 288,562.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $21.83 Mil. This investment constitutes 5.47% of their stock portfolio, and Stephens Consulting, LLC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2021Q4. And since then Stephens Consulting, LLC has made 9 purchases of IEFA, at an average price of $67.60, for a total of 303,657.00 shares. In addition, there have been 4 sales at an average price of $65.75 for 15,095.00 shares. Based on historical transaction data and IEFA's current price of $83.57, Stephens Consulting, LLC's estimated gain on his IEFA holdings is $4.58 Mil, reflecting a 22.32% gain to date.

Stephens Consulting, LLC IEFA ($83.57) Holding Chart

Stephens Consulting, LLC 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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