Dynamic Wealth Strategies, LLC EFA Holdings History
Dynamic Wealth Strategies, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, Dynamic Wealth Strategies, LLC held 108,430.00 shares of iShares MSCI EAFE ETF(EFA), totaling $8.86 Mil. This investment constitutes 7.37% of their stock portfolio, and Dynamic Wealth Strategies, LLC now holds 0.02% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2023Q4. And since then Dynamic Wealth Strategies, LLC has made 4 purchases of EFA, at an average price of $71.35, for a total of 112,383.00 shares. In addition, there have been 1 sales at an average price of $80.60 for 3,953.00 shares. Based on historical transaction data and EFA's current price of $88.38, Dynamic Wealth Strategies, LLC's estimated gain on his EFA holdings is $1.88 Mil, reflecting a 23.48% gain to date.
Dynamic Wealth Strategies, LLC EFA ($88.38) Holding Chart
Dynamic Wealth Strategies, LLC EFA ($88.38) 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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