CLIENT 1ST ADVISORY GROUP, LLC EFG Holdings History
CLIENT 1ST ADVISORY GROUP, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, CLIENT 1ST ADVISORY GROUP, LLC held 61,257.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $6.13 Mil. This investment constitutes 2.38% of their stock portfolio, and CLIENT 1ST ADVISORY GROUP, LLC now holds 0.05% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q2. And since then CLIENT 1ST ADVISORY GROUP, LLC has made 13 purchases of EFG, at an average price of $88.00, for a total of 128,669.00 shares. In addition, there have been 7 sales at an average price of $92.68 for 67,412.00 shares. Based on historical transaction data and EFG's current price of $111.41, CLIENT 1ST ADVISORY GROUP, LLC's estimated gain on his EFG holdings is $1.75 Mil, reflecting a 15.46% gain to date.
CLIENT 1ST ADVISORY GROUP, LLC EFG ($111.41) Holding Chart
CLIENT 1ST ADVISORY GROUP, LLC EFG ($111.41) 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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