Forthright Family Wealth Advisory LLC EFG Holdings History
Forthright Family Wealth Advisory LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Forthright Family Wealth Advisory LLC held 86,695.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $8.67 Mil. This investment constitutes 5.73% of their stock portfolio, and Forthright Family Wealth Advisory LLC now holds 0.07% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2023Q4. And since then Forthright Family Wealth Advisory LLC has made 5 purchases of EFG, at an average price of $96.66, for a total of 86,695.00 shares. Based on historical transaction data and EFG's current price of $110.01, Forthright Family Wealth Advisory LLC's estimated gain on his EFG holdings is $1.16 Mil, reflecting a 13.81% gain to date.
Forthright Family Wealth Advisory LLC EFG ($110.01) Holding Chart
Forthright Family Wealth Advisory LLC 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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