Number of Shares
261,285.00
Current Holdings Value*
$19.77 Mil
% of Portfolio
4.5%
Total Estimate Gain
$6.07 Mil
% of Total Estimate Gain
30.51%

WEST PACES ADVISORS INC.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, WEST PACES ADVISORS INC. held 261,285.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $19.77 Mil. This investment constitutes 4.5% of their stock portfolio, and WEST PACES ADVISORS INC. now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2018Q4. And since then WEST PACES ADVISORS INC. has made 12 purchases of IEFA, at an average price of $61.23, for a total of 325,060.00 shares. In addition, there have been 6 sales at an average price of $66.00 for 63,775.00 shares. Based on historical transaction data and IEFA's current price of $83.31, WEST PACES ADVISORS INC.'s estimated gain on his IEFA holdings is $6.07 Mil, reflecting a 30.51% gain to date.

WEST PACES ADVISORS INC. IEFA ($83.31) Holding Chart

WEST PACES ADVISORS INC. IEFA ($83.31) 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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