Domani Wealth, LLC EFA Holdings History

Number of Shares
299,590.00
Current Holdings Value*
$21.43 Mil
% of Portfolio
4.97%
Total Estimate Gain
$9.96 Mil
% of Total Estimate Gain
27.87%

Domani Wealth, LLC's iShares MSCI EAFE ETF Holding Summary

As of 2023-03-31, Domani Wealth, LLC held 299,590.00 shares of iShares MSCI EAFE ETF(EFA), totaling $21.43 Mil. This investment constitutes 4.97% of their stock portfolio, and Domani Wealth, LLC now holds 0.04% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2015Q4. And since then Domani Wealth, LLC has made 6 purchases of EFA, at an average price of $62.67, for a total of 570,106.00 shares. In addition, there have been 14 sales at an average price of $70.16 for 270,516.00 shares. Based on historical transaction data and EFA's current price of $89.14, Domani Wealth, LLC's estimated gain on his EFA holdings is $9.96 Mil, reflecting a 27.87% gain to date.

Domani Wealth, LLC EFA ($89.14) Holding Chart

Domani Wealth, LLC EFA ($89.14) 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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