Number of Shares
2,540.00
Current Holdings Value*
$254,000.00
% of Portfolio
0.19%
Total Estimate Gain
$20,497.80
% of Total Estimate Gain
7.92%

CHARTER RESEARCH & INVESTMENT GROUP, INC.'s iShares MSCI EAFE Growth ETF Holding Summary

As of 2025-03-31, CHARTER RESEARCH & INVESTMENT GROUP, INC. held 2,540.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $254,000.00. This investment constitutes 0.19% of their stock portfolio, and CHARTER RESEARCH & INVESTMENT GROUP, INC. now holds 0% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.

The initial trade took place in 2025Q1. And since then CHARTER RESEARCH & INVESTMENT GROUP, INC. has made 1 purchases of EFG, at an average price of $101.94, for a total of 2,540.00 shares. Based on historical transaction data and EFG's current price of $110.01, CHARTER RESEARCH & INVESTMENT GROUP, INC.'s estimated gain on his EFG holdings is $20,497.80, reflecting a 7.92% gain to date.

CHARTER RESEARCH & INVESTMENT GROUP, INC. EFG ($110.01) Holding Chart

CHARTER RESEARCH & INVESTMENT GROUP, INC. 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 %

Top Ranked Articles

  • 1