Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$38,836.56
% of Total Estimate Gain
3.49%

Avantra Family Wealth, Inc.'s iShares MSCI EAFE Growth ETF Holding Summary

As of 2025-06-30, Avantra Family Wealth, Inc. held - shares of iShares MSCI EAFE Growth ETF(EFG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Avantra Family Wealth, Inc. now holds 0% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $105.08 for 10,972.00 shares. Based on historical transaction data and EFG's current price of $112.29, Avantra Family Wealth, Inc.'s estimated gain on his EFG holdings is $38,836.56, reflecting a 3.49% gain to date.

Avantra Family Wealth, Inc. EFG ($112.29) Holding Chart

Avantra Family Wealth, Inc. EFG ($112.29) 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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