CONSILIO WEALTH ADVISORS, LLC EFG Holdings History
CONSILIO WEALTH ADVISORS, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, CONSILIO WEALTH ADVISORS, LLC held 12,399.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $1.24 Mil. This investment constitutes 0.52% of their stock portfolio, and CONSILIO WEALTH ADVISORS, LLC now holds 0.01% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2022Q4. And since then CONSILIO WEALTH ADVISORS, LLC has made 8 purchases of EFG, at an average price of $86.30, for a total of 169,115.00 shares. In addition, there have been 2 sales at an average price of $101.94 for 156,716.00 shares. Based on historical transaction data and EFG's current price of $111.72, CONSILIO WEALTH ADVISORS, LLC's estimated gain on his EFG holdings is $2.77 Mil, reflecting a 18.96% gain to date.
CONSILIO WEALTH ADVISORS, LLC EFG ($111.72) Holding Chart
CONSILIO WEALTH ADVISORS, LLC EFG ($111.72) 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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