BDO Wealth Advisors, LLC EFA Holdings History
BDO Wealth Advisors, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2023-06-30, BDO Wealth Advisors, LLC held 549,553.00 shares of iShares MSCI EAFE ETF(EFA), totaling $39.84 Mil. This investment constitutes 4.57% of their stock portfolio, and BDO Wealth Advisors, LLC now holds 0.08% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2018Q2. And since then BDO Wealth Advisors, LLC has made 14 purchases of EFA, at an average price of $64.12, for a total of 593,831.00 shares. In addition, there have been 8 sales at an average price of $69.84 for 44,278.00 shares. Based on historical transaction data and EFA's current price of $88.36, BDO Wealth Advisors, LLC's estimated gain on his EFA holdings is $13.58 Mil, reflecting a 35.66% gain to date.
BDO Wealth Advisors, LLC EFA ($88.36) Holding Chart
BDO Wealth Advisors, LLC EFA ($88.36) 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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