Number of Shares
379,275.00
Current Holdings Value*
$28.69 Mil
% of Portfolio
4.77%
Total Estimate Gain
$9.62 Mil
% of Total Estimate Gain
23.36%

Tarbox Family Office, Inc.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Tarbox Family Office, Inc. held 379,275.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $28.69 Mil. This investment constitutes 4.77% of their stock portfolio, and Tarbox Family Office, Inc. now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2018Q2. And since then Tarbox Family Office, Inc. has made 12 purchases of IEFA, at an average price of $61.27, for a total of 672,288.00 shares. In addition, there have been 10 sales at an average price of $65.36 for 293,013.00 shares. Based on historical transaction data and IEFA's current price of $83.49, Tarbox Family Office, Inc.'s estimated gain on his IEFA holdings is $9.62 Mil, reflecting a 23.36% gain to date.

Tarbox Family Office, Inc. IEFA ($83.49) Holding Chart

Tarbox Family Office, Inc. IEFA ($83.49) 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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