Ethos Financial Group, LLC EFA Holdings History
Number of Shares
381,192.00
Current Holdings Value*
$31.15 Mil
% of Portfolio
3.04%
Total Estimate Gain
$3.11 Mil
% of Total Estimate Gain
10.21%
Ethos Financial Group, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, Ethos Financial Group, LLC held 381,192.00 shares of iShares MSCI EAFE ETF(EFA), totaling $31.15 Mil. This investment constitutes 3.04% of their stock portfolio, and Ethos Financial Group, LLC now holds 0.05% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2024Q2. And since then Ethos Financial Group, LLC has made 4 purchases of EFA, at an average price of $79.91, for a total of 381,192.00 shares. Based on historical transaction data and EFA's current price of $88.06, Ethos Financial Group, LLC's estimated gain on his EFA holdings is $3.11 Mil, reflecting a 10.21% gain to date.
Ethos Financial Group, LLC EFA ($88.06) Holding Chart
Ethos Financial Group, LLC EFA ($88.06) 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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