Capital A Wealth Management, LLC EFG Holdings History
Capital A Wealth Management, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Capital A Wealth Management, LLC held 87,299.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $8.73 Mil. This investment constitutes 9.15% of their stock portfolio, and Capital A Wealth Management, LLC now holds 0.07% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2024Q4. And since then Capital A Wealth Management, LLC has made 1 purchases of EFG, at an average price of $101.86, for a total of 87,299.00 shares. Based on historical transaction data and EFG's current price of $111.72, Capital A Wealth Management, LLC's estimated gain on his EFG holdings is $860,640.22, reflecting a 9.68% gain to date.
Capital A Wealth Management, LLC EFG ($111.72) Holding Chart
Capital A Wealth Management, 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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