Facet Wealth, Inc. EFG Holdings History
Facet Wealth, Inc.'s iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Facet Wealth, Inc. held 17,132.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $1.83 Mil. This investment constitutes 0.05% of their stock portfolio, and Facet Wealth, Inc. now holds 0.01% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2023Q4. And since then Facet Wealth, Inc. has made 5 purchases of EFG, at an average price of $93.94, for a total of 1.50 Mil shares. In addition, there have been 1 sales at an average price of $101.94 for 1.48 Mil shares. Based on historical transaction data and EFG's current price of $110.31, Facet Wealth, Inc.'s estimated gain on his EFG holdings is $12.12 Mil, reflecting a 8.62% gain to date.
Facet Wealth, Inc. EFG ($110.31) Holding Chart
Facet Wealth, Inc. EFG ($110.31) 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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