Number of Shares
23,750.00
Current Holdings Value*
$1.94 Mil
% of Portfolio
1.04%
Total Estimate Gain
$234,170.50
% of Total Estimate Gain
12.60%

Viewpoint Capital Management LLC's iShares MSCI EAFE ETF Holding Summary

As of 2025-03-31, Viewpoint Capital Management LLC held 23,750.00 shares of iShares MSCI EAFE ETF(EFA), totaling $1.94 Mil. This investment constitutes 1.04% of their stock portfolio, and Viewpoint Capital Management LLC now holds 0% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2021Q4. And since then Viewpoint Capital Management LLC has made 6 purchases of EFA, at an average price of $77.62, for a total of 23,937.00 shares. In addition, there have been 3 sales at an average price of $67.37 for 187.00 shares. Based on historical transaction data and EFA's current price of $87.56, Viewpoint Capital Management LLC's estimated gain on his EFA holdings is $234,170.50, reflecting a 12.60% gain to date.

Viewpoint Capital Management LLC EFA ($87.56) Holding Chart

Viewpoint Capital Management LLC EFA ($87.56) 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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