Invst, LLC EFG Holdings History
Invst, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Invst, LLC held 54,324.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $5.43 Mil. This investment constitutes 0.74% of their stock portfolio, and Invst, LLC now holds 0.05% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q2. And since then Invst, LLC has made 13 purchases of EFG, at an average price of $92.90, for a total of 372,132.00 shares. In addition, there have been 7 sales at an average price of $101.13 for 317,808.00 shares. Based on historical transaction data and EFG's current price of $110.42, Invst, LLC's estimated gain on his EFG holdings is $3.57 Mil, reflecting a 10.31% gain to date.
Invst, LLC EFG ($110.42) Holding Chart
Invst, LLC EFG ($110.42) 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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