Austin Private Wealth, LLC EFG Holdings History
Austin Private Wealth, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Austin Private Wealth, LLC held 324,241.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $32.42 Mil. This investment constitutes 2.9% of their stock portfolio, and Austin Private Wealth, LLC now holds 0.27% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2019Q4. And since then Austin Private Wealth, LLC has made 14 purchases of EFG, at an average price of $94.26, for a total of 695,195.00 shares. In addition, there have been 7 sales at an average price of $98.43 for 370,954.00 shares. Based on historical transaction data and EFG's current price of $110.01, Austin Private Wealth, LLC's estimated gain on his EFG holdings is $6.66 Mil, reflecting a 10.16% gain to date.
Austin Private Wealth, LLC EFG ($110.01) Holding Chart
Austin Private 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
