Asset Allocation & Management Company, LLC EFA Holdings History
Asset Allocation & Management Company, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, Asset Allocation & Management Company, LLC held 28,930.00 shares of iShares MSCI EAFE ETF(EFA), totaling $2.36 Mil. This investment constitutes 1.19% of their stock portfolio, and Asset Allocation & Management Company, LLC now holds 0% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2019Q4. And since then Asset Allocation & Management Company, LLC has made 1 purchases of EFA, at an average price of $72.51, for a total of 53,430.00 shares. In addition, there have been 1 sales at an average price of $67.00 for 24,500.00 shares. Based on historical transaction data and EFA's current price of $87.56, Asset Allocation & Management Company, LLC's estimated gain on his EFA holdings is $300,288.80, reflecting a 7.75% gain to date.
Asset Allocation & Management Company, LLC EFA ($87.56) Holding Chart
Asset Allocation & Management Company, LLC EFA ($87.56) 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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