Emerson Wealth, LLC EFA Holdings History
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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