Clearview Wealth Advisors LLC EFG Holdings History
Clearview Wealth Advisors LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Clearview Wealth Advisors LLC held 9,539.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $953,870.00. This investment constitutes 0.71% of their stock portfolio, and Clearview Wealth Advisors LLC now holds 0.01% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q4. And since then Clearview Wealth Advisors LLC has made 5 purchases of EFG, at an average price of $96.69, for a total of 84,364.00 shares. In addition, there have been 12 sales at an average price of $92.71 for 74,825.00 shares. Based on historical transaction data and EFG's current price of $111.62, Clearview Wealth Advisors LLC's estimated gain on his EFG holdings is $-154,907.67, reflecting a -1.90% gain to date.
Clearview Wealth Advisors LLC EFG ($111.62) Holding Chart
Clearview Wealth Advisors LLC EFG ($111.62) 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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