Claro Advisors LLC EFG Holdings History
Claro Advisors LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Claro Advisors LLC held 35,010.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $3.50 Mil. This investment constitutes 0.47% of their stock portfolio, and Claro Advisors LLC now holds 0.03% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2021Q4. And since then Claro Advisors LLC has made 10 purchases of EFG, at an average price of $102.05, for a total of 46,956.00 shares. In addition, there have been 2 sales at an average price of $101.68 for 11,946.00 shares. Based on historical transaction data and EFG's current price of $111.50, Claro Advisors LLC's estimated gain on his EFG holdings is $326,564.15, reflecting a 6.82% gain to date.
Claro Advisors LLC EFG ($111.50) Holding Chart
Claro Advisors LLC EFG ($111.50) 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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