Copperleaf Capital, LLC EFG Holdings History
Copperleaf Capital, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Copperleaf Capital, LLC held 19,652.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $1.97 Mil. This investment constitutes 1.17% of their stock portfolio, and Copperleaf Capital, LLC now holds 0.02% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q4. And since then Copperleaf Capital, LLC has made 12 purchases of EFG, at an average price of $97.48, for a total of 68,598.00 shares. In addition, there have been 6 sales at an average price of $93.94 for 48,946.00 shares. Based on historical transaction data and EFG's current price of $110.57, Copperleaf Capital, LLC's estimated gain on his EFG holdings is $84,030.93, reflecting a 1.26% gain to date.
Copperleaf Capital, LLC EFG ($110.57) Holding Chart
Copperleaf Capital, 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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