CWM, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, CWM, LLC held 1.54 Mil shares of iShares MSCI EAFE Growth ETF(EFG), totaling $153.64 Mil. This investment constitutes 0.61% of their stock portfolio, and CWM, LLC now holds 1.28% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2018Q3. And since then CWM, LLC has made 11 purchases of EFG, at an average price of $90.28, for a total of 3.85 Mil shares. In addition, there have been 6 sales at an average price of $99.20 for 2.31 Mil shares. Based on historical transaction data and EFG's current price of $113.05, CWM, LLC's estimated gain on his EFG holdings is $55.61 Mil, reflecting a 16.00% gain to date.
CWM, LLC EFG ($113.05) Holding Chart
CWM, LLC EFG ($113.05) 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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