Concorde Asset Management, LLC EFG Holdings History
Concorde Asset Management, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Concorde Asset Management, LLC held 26,583.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $2.59 Mil. This investment constitutes 1.39% of their stock portfolio, and Concorde Asset Management, LLC now holds 0.02% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q2. And since then Concorde Asset Management, LLC has made 12 purchases of EFG, at an average price of $85.73, for a total of 91,291.00 shares. In addition, there have been 8 sales at an average price of $98.00 for 64,708.00 shares. Based on historical transaction data and EFG's current price of $110.57, Concorde Asset Management, LLC's estimated gain on his EFG holdings is $1.45 Mil, reflecting a 18.59% gain to date.
Concorde Asset Management, LLC EFG ($110.57) Holding Chart
Concorde Asset Management, LLC EFG ($110.57) 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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