Certus Wealth Management, LLC EFG Holdings History
Certus Wealth Management, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Certus Wealth Management, LLC held 57,818.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $6.18 Mil. This investment constitutes 4.2% of their stock portfolio, and Certus Wealth Management, LLC now holds 0.05% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2023Q2. And since then Certus Wealth Management, LLC has made 5 purchases of EFG, at an average price of $96.18, for a total of 87,845.00 shares. In addition, there have been 2 sales at an average price of $98.03 for 30,027.00 shares. Based on historical transaction data and EFG's current price of $110.01, Certus Wealth Management, LLC's estimated gain on his EFG holdings is $855,055.07, reflecting a 10.12% gain to date.
Certus Wealth Management, LLC EFG ($110.01) Holding Chart
Certus Wealth Management, LLC EFG ($110.01) 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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