Horst & Graben Wealth Management LLC EFG Holdings History
Horst & Graben Wealth Management LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Horst & Graben Wealth Management LLC held 117,387.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $11.74 Mil. This investment constitutes 2.11% of their stock portfolio, and Horst & Graben Wealth Management LLC now holds 0.1% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q2. And since then Horst & Graben Wealth Management LLC has made 14 purchases of EFG, at an average price of $94.32, for a total of 352,192.00 shares. In addition, there have been 5 sales at an average price of $96.50 for 234,805.00 shares. Based on historical transaction data and EFG's current price of $110.01, Horst & Graben Wealth Management LLC's estimated gain on his EFG holdings is $2.35 Mil, reflecting a 7.09% gain to date.
Horst & Graben Wealth Management LLC EFG ($110.01) Holding Chart
Horst & Graben Wealth Management 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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