Bay Harbor Wealth Management, LLC EFG Holdings History
Bay Harbor Wealth Management, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Bay Harbor Wealth Management, LLC held 49,207.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $4.92 Mil. This investment constitutes 1.56% of their stock portfolio, and Bay Harbor Wealth Management, LLC now holds 0.04% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q2. And since then Bay Harbor Wealth Management, LLC has made 12 purchases of EFG, at an average price of $90.98, for a total of 154,999.00 shares. In addition, there have been 8 sales at an average price of $97.16 for 105,792.00 shares. Based on historical transaction data and EFG's current price of $110.01, Bay Harbor Wealth Management, LLC's estimated gain on his EFG holdings is $1.59 Mil, reflecting a 11.28% gain to date.
Bay Harbor Wealth Management, LLC EFG ($110.01) Holding Chart
Bay Harbor Wealth Management, 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 % | |||
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