CFS Investment Advisory Services, LLC EFG Holdings History
CFS Investment Advisory Services, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, CFS Investment Advisory Services, LLC held 154,241.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $15.42 Mil. This investment constitutes 1.37% of their stock portfolio, and CFS Investment Advisory Services, LLC now holds 0.13% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q4. And since then CFS Investment Advisory Services, LLC has made 4 purchases of EFG, at an average price of $98.48, for a total of 13.47 Mil shares. In addition, there have been 8 sales at an average price of $86.95 for 13.31 Mil shares. Based on historical transaction data and EFG's current price of $109.75, CFS Investment Advisory Services, LLC's estimated gain on his EFG holdings is $-151.82 Mil, reflecting a -11.45% gain to date.
CFS Investment Advisory Services, LLC EFG ($109.75) Holding Chart
CFS Investment Advisory Services, LLC EFG ($109.75) 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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