Badgley Phelps Wealth Managers, LLC EFA Holdings History
Badgley Phelps Wealth Managers, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, Badgley Phelps Wealth Managers, LLC held 2.23 Mil shares of iShares MSCI EAFE ETF(EFA), totaling $182.62 Mil. This investment constitutes 4.41% of their stock portfolio, and Badgley Phelps Wealth Managers, LLC now holds 0.31% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2021Q3. And since then Badgley Phelps Wealth Managers, LLC has made 9 purchases of EFA, at an average price of $78.31, for a total of 2.32 Mil shares. In addition, there have been 5 sales at an average price of $76.18 for 90,270.00 shares. Based on historical transaction data and EFA's current price of $89.20, Badgley Phelps Wealth Managers, LLC's estimated gain on his EFA holdings is $24.14 Mil, reflecting a 13.26% gain to date.
Badgley Phelps Wealth Managers, LLC EFA ($89.20) Holding Chart
Badgley Phelps Wealth Managers, LLC EFA ($89.20) 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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