Emerson Wealth, LLC EFA Holdings History

Number of Shares
112,194.00
Current Holdings Value*
$1.27 Mil
% of Portfolio
0.83%
Total Estimate Gain
$2.62 Mil
% of Total Estimate Gain
30.67%

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

As of 2022-06-30, Emerson Wealth, LLC held 112,194.00 shares of iShares MSCI EAFE ETF(EFA), totaling $1.27 Mil. This investment constitutes 0.83% of their stock portfolio, and Emerson Wealth, LLC now holds 0.02% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2019Q2. And since then Emerson Wealth, LLC has made 7 purchases of EFA, at an average price of $65.18, for a total of 131,262.00 shares. In addition, there have been 6 sales at an average price of $66.45 for 19,068.00 shares. Based on historical transaction data and EFA's current price of $88.36, Emerson Wealth, LLC's estimated gain on his EFA holdings is $2.62 Mil, reflecting a 30.67% gain to date.

Emerson Wealth, LLC EFA ($88.36) Holding Chart

Emerson Wealth, LLC EFA ($88.36) 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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