Fortis Capital Advisors, LLC EFG Holdings History
Fortis Capital Advisors, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-06-30, Fortis Capital Advisors, LLC held 71,473.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $8.00 Mil. This investment constitutes 1.43% of their stock portfolio, and Fortis Capital Advisors, LLC now holds 0.06% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2022Q4. And since then Fortis Capital Advisors, LLC has made 4 purchases of EFG, at an average price of $101.25, for a total of 74,937.00 shares. In addition, there have been 2 sales at an average price of $96.50 for 3,464.00 shares. Based on historical transaction data and EFG's current price of $110.57, Fortis Capital Advisors, LLC's estimated gain on his EFG holdings is $649,456.09, reflecting a 8.56% gain to date.
Fortis Capital Advisors, LLC EFG ($110.57) Holding Chart
Fortis Capital Advisors, LLC EFG ($110.57) 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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