Icon Wealth Advisors, LLC EFG Holdings History
Icon Wealth Advisors, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Icon Wealth Advisors, LLC held 203,561.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $20.36 Mil. This investment constitutes 1.67% of their stock portfolio, and Icon Wealth Advisors, LLC now holds 0.17% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2022Q3. And since then Icon Wealth Advisors, LLC has made 5 purchases of EFG, at an average price of $88.85, for a total of 359,587.00 shares. In addition, there have been 2 sales at an average price of $98.33 for 156,026.00 shares. Based on historical transaction data and EFG's current price of $113.14, Icon Wealth Advisors, LLC's estimated gain on his EFG holdings is $6.43 Mil, reflecting a 20.11% gain to date.
Icon Wealth Advisors, LLC EFG ($113.14) Holding Chart
Icon Wealth Advisors, LLC EFG ($113.14) 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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