5T Wealth, LLC EFG Holdings History
Number of Shares
27,838.00
Current Holdings Value*
$2.78 Mil
% of Portfolio
1.49%
Total Estimate Gain
$239,059.46
% of Total Estimate Gain
6.54%
5T Wealth, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, 5T Wealth, LLC held 27,838.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $2.78 Mil. This investment constitutes 1.49% of their stock portfolio, and 5T Wealth, LLC now holds 0.02% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $101.94 for 8,179.00 shares. Based on historical transaction data and EFG's current price of $110.01, 5T Wealth, LLC's estimated gain on his EFG holdings is $239,059.46, reflecting a 6.54% gain to date.
5T Wealth, LLC EFG ($110.01) Holding Chart
5T Wealth, LLC EFG ($110.01) 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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