FAS Wealth Partners, Inc. EFG Holdings History
FAS Wealth Partners, Inc.'s iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, FAS Wealth Partners, Inc. held 411,049.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $41.10 Mil. This investment constitutes 3.35% of their stock portfolio, and FAS Wealth Partners, Inc. now holds 0.34% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2018Q3. And since then FAS Wealth Partners, Inc. has made 21 purchases of EFG, at an average price of $85.64, for a total of 757,963.00 shares. In addition, there have been 6 sales at an average price of $84.57 for 346,914.00 shares. Based on historical transaction data and EFG's current price of $110.01, FAS Wealth Partners, Inc.'s estimated gain on his EFG holdings is $9.65 Mil, reflecting a 14.86% gain to date.
FAS Wealth Partners, Inc. EFG ($110.01) Holding Chart
FAS Wealth Partners, Inc. EFG ($110.01) 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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