Number of Shares
359,506.00
Current Holdings Value*
$27.20 Mil
% of Portfolio
15.25%
Total Estimate Gain
$8.30 Mil
% of Total Estimate Gain
14.08%

University of Massachusetts Foundation, Inc.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, University of Massachusetts Foundation, Inc. held 359,506.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $27.20 Mil. This investment constitutes 15.25% of their stock portfolio, and University of Massachusetts Foundation, Inc. now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2019Q4. And since then University of Massachusetts Foundation, Inc. has made 6 purchases of IEFA, at an average price of $62.94, for a total of 937,237.00 shares. In addition, there have been 3 sales at an average price of $65.10 for 577,731.00 shares. Based on historical transaction data and IEFA's current price of $82.56, University of Massachusetts Foundation, Inc.'s estimated gain on his IEFA holdings is $8.30 Mil, reflecting a 14.08% gain to date.

University of Massachusetts Foundation, Inc. IEFA ($82.56) Holding Chart

University of Massachusetts Foundation, 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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