Hobbs Wealth Management, LLC EFG Holdings History
Number of Shares
34,473.00
Current Holdings Value*
$3.45 Mil
% of Portfolio
3.82%
Total Estimate Gain
$347,838.88
% of Total Estimate Gain
5.44%
Hobbs Wealth Management, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Hobbs Wealth Management, LLC held 34,473.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $3.45 Mil. This investment constitutes 3.82% of their stock portfolio, and Hobbs Wealth Management, LLC now holds 0.03% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $101.94 for 28,456.00 shares. Based on historical transaction data and EFG's current price of $111.30, Hobbs Wealth Management, LLC's estimated gain on his EFG holdings is $347,838.88, reflecting a 5.44% gain to date.
Hobbs Wealth Management, LLC EFG ($111.30) Holding Chart
Hobbs Wealth Management, LLC EFG ($111.30) 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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