Number of Shares
134,879.00
Current Holdings Value*
$8.82 Mil
% of Portfolio
4.67%
Total Estimate Gain
$2.40 Mil
% of Total Estimate Gain
26.33%

WC Walker & Associates, Inc.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2022-12-31, WC Walker & Associates, Inc. held 134,879.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $8.82 Mil. This investment constitutes 4.67% of their stock portfolio, and WC Walker & Associates, Inc. now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2020Q4. And since then WC Walker & Associates, Inc. has made 7 purchases of IEFA, at an average price of $64.46, for a total of 141,578.00 shares. In addition, there have been 1 sales at an average price of $58.80 for 6,699.00 shares. Based on historical transaction data and IEFA's current price of $82.56, WC Walker & Associates, Inc.'s estimated gain on his IEFA holdings is $2.40 Mil, reflecting a 26.33% gain to date.

WC Walker & Associates, Inc. IEFA ($82.56) Holding Chart

WC Walker & Associates, 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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