Affinity Capital Advisors, LLC EFG Holdings History
Affinity Capital Advisors, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-06-30, Affinity Capital Advisors, LLC held 127,743.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $14.31 Mil. This investment constitutes 2.46% of their stock portfolio, and Affinity Capital Advisors, LLC now holds 0.11% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2023Q1. And since then Affinity Capital Advisors, LLC has made 8 purchases of EFG, at an average price of $95.11, for a total of 181,009.00 shares. In addition, there have been 2 sales at an average price of $96.20 for 53,266.00 shares. Based on historical transaction data and EFG's current price of $110.01, Affinity Capital Advisors, LLC's estimated gain on his EFG holdings is $1.96 Mil, reflecting a 11.40% gain to date.
Affinity Capital Advisors, LLC EFG ($110.01) Holding Chart
Affinity Capital Advisors, 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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