COLTON GROOME FINANCIAL ADVISORS, LLC EFA Holdings History
COLTON GROOME FINANCIAL ADVISORS, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-06-30, COLTON GROOME FINANCIAL ADVISORS, LLC held 240,511.00 shares of iShares MSCI EAFE ETF(EFA), totaling $21.50 Mil. This investment constitutes 7.28% of their stock portfolio, and COLTON GROOME FINANCIAL ADVISORS, LLC now holds 0.03% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2020Q4. And since then COLTON GROOME FINANCIAL ADVISORS, LLC has made 15 purchases of EFA, at an average price of $71.54, for a total of 262,478.00 shares. In addition, there have been 4 sales at an average price of $75.96 for 21,967.00 shares. Based on historical transaction data and EFA's current price of $90.86, COLTON GROOME FINANCIAL ADVISORS, LLC's estimated gain on his EFA holdings is $4.74 Mil, reflecting a 25.27% gain to date.
COLTON GROOME FINANCIAL ADVISORS, LLC EFA ($90.86) Holding Chart
COLTON GROOME FINANCIAL ADVISORS, LLC EFA ($90.86) 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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