CreativeOne Wealth, LLC EFG Holdings History
CreativeOne Wealth, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, CreativeOne Wealth, LLC held 178,559.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $17.86 Mil. This investment constitutes 0.53% of their stock portfolio, and CreativeOne Wealth, LLC now holds 0.15% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q3. And since then CreativeOne Wealth, LLC has made 15 purchases of EFG, at an average price of $99.64, for a total of 722,525.00 shares. In addition, there have been 4 sales at an average price of $95.85 for 543,966.00 shares. Based on historical transaction data and EFG's current price of $110.01, CreativeOne Wealth, LLC's estimated gain on his EFG holdings is $-206,895.20, reflecting a -0.29% gain to date.
CreativeOne Wealth, LLC EFG ($110.01) Holding Chart
CreativeOne Wealth, LLC EFG ($110.01) 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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