Truepoint, Inc. IEFA Holdings History

Number of Shares
1.40 Mil
Current Holdings Value*
$106.09 Mil
% of Portfolio
2.88%
Total Estimate Gain
$35.24 Mil
% of Total Estimate Gain
26.81%

Truepoint, Inc.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Truepoint, Inc. held 1.40 Mil shares of iShares Core MSCI EAFE ETF(IEFA), totaling $106.09 Mil. This investment constitutes 2.88% of their stock portfolio, and Truepoint, Inc. now holds 0.08% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2018Q2. And since then Truepoint, Inc. has made 14 purchases of IEFA, at an average price of $61.98, for a total of 2.12 Mil shares. In addition, there have been 14 sales at an average price of $70.86 for 718,851.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Truepoint, Inc.'s estimated gain on his IEFA holdings is $35.24 Mil, reflecting a 26.81% gain to date.

Truepoint, Inc. IEFA ($82.56) Holding Chart

Truepoint, Inc. 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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