Number of Shares
90,942.00
Current Holdings Value*
$2.88 Mil
% of Portfolio
1.21%
Total Estimate Gain
$179,155.74
% of Total Estimate Gain
6.53%

Evergreen Private Wealth LLC's iShares MSCI Europe Financial Sector Index Fund Holding Summary

As of 2025-06-30, Evergreen Private Wealth LLC held 90,942.00 shares of iShares MSCI Europe Financial Sector Index Fund(EUFN), totaling $2.88 Mil. This investment constitutes 1.21% of their stock portfolio, and Evergreen Private Wealth LLC now holds 0.07% of the outstanding iShares MSCI Europe Financial Sector Index Fund(EUFN) stock.

The initial trade took place in 2025Q2. And since then Evergreen Private Wealth LLC has made 1 purchases of EUFN, at an average price of $30.19, for a total of 90,942.00 shares. Based on historical transaction data and EUFN's current price of $32.16, Evergreen Private Wealth LLC's estimated gain on his EUFN holdings is $179,155.74, reflecting a 6.53% gain to date.

Evergreen Private Wealth LLC EUFN ($32.16) Holding Chart

Evergreen Private Wealth LLC EUFN ($32.16) 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 %

Top Ranked Articles

  • 1