Clarfeld Financial Advisors, LLC EFA Holdings History
Number of Shares
178,599.00
Current Holdings Value*
$10.50 Mil
% of Portfolio
8.92%
Total Estimate Gain
$5.10 Mil
% of Total Estimate Gain
45.89%
Clarfeld Financial Advisors, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2018-12-31, Clarfeld Financial Advisors, LLC held 178,599.00 shares of iShares MSCI EAFE ETF(EFA), totaling $10.50 Mil. This investment constitutes 8.92% of their stock portfolio, and Clarfeld Financial Advisors, LLC now holds 0.02% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2018Q4. Based on historical transaction data and EFA's current price of $90.86, Clarfeld Financial Advisors, LLC's estimated gain on his EFA holdings is $5.10 Mil, reflecting a 45.89% gain to date.
Clarfeld Financial Advisors, LLC EFA ($90.86) Holding Chart
Clarfeld 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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