Winthrop Capital Management, LLC IEFA Holdings History
Winthrop Capital Management, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Winthrop Capital Management, LLC held 164,419.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $12.44 Mil. This investment constitutes 3.42% of their stock portfolio, and Winthrop Capital Management, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2023Q4. And since then Winthrop Capital Management, LLC has made 4 purchases of IEFA, at an average price of $67.30, for a total of 169,911.00 shares. In addition, there have been 1 sales at an average price of $71.19 for 5,492.00 shares. Based on historical transaction data and IEFA's current price of $84.87, Winthrop Capital Management, LLC's estimated gain on his IEFA holdings is $2.91 Mil, reflecting a 25.46% gain to date.
Winthrop Capital Management, LLC IEFA ($84.87) Holding Chart
Winthrop Capital Management, LLC IEFA ($84.87) 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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