Darwin Wealth Management, LLC EFA Holdings History
Darwin Wealth Management, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2024-09-30, Darwin Wealth Management, LLC held 163,084.00 shares of iShares MSCI EAFE ETF(EFA), totaling $13.64 Mil. This investment constitutes 3.75% of their stock portfolio, and Darwin Wealth Management, LLC now holds 0.02% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2020Q1. And since then Darwin Wealth Management, LLC has made 11 purchases of EFA, at an average price of $77.31, for a total of 446,724.00 shares. In addition, there have been 6 sales at an average price of $75.65 for 283,640.00 shares. Based on historical transaction data and EFA's current price of $88.61, Darwin Wealth Management, LLC's estimated gain on his EFA holdings is $1.37 Mil, reflecting a 3.97% gain to date.
Darwin Wealth Management, LLC EFA ($88.61) Holding Chart
Darwin Wealth Management, LLC EFA ($88.61) 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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