EHRLICH FINANCIAL GROUP EFG Holdings History
EHRLICH FINANCIAL GROUP's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-06-30, EHRLICH FINANCIAL GROUP held 16,076.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $1.80 Mil. This investment constitutes 1.17% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds 0.01% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2023Q4. And since then EHRLICH FINANCIAL GROUP has made 4 purchases of EFG, at an average price of $96.50, for a total of 46,830.00 shares. In addition, there have been 2 sales at an average price of $102.01 for 30,754.00 shares. Based on historical transaction data and EFG's current price of $110.44, EHRLICH FINANCIAL GROUP's estimated gain on his EFG holdings is $393,354.36, reflecting a 8.70% gain to date.
EHRLICH FINANCIAL GROUP EFG ($110.44) Holding Chart
EHRLICH FINANCIAL GROUP EFG ($110.44) 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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