LWM ADVISORS INC EFA Holdings History
Number of Shares
142,650.00
Current Holdings Value*
$12.26 Mil
% of Portfolio
12.61%
Total Estimate Gain
$1.48 Mil
% of Total Estimate Gain
12.94%
LWM ADVISORS INC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, LWM ADVISORS INC held 142,650.00 shares of iShares MSCI EAFE ETF(EFA), totaling $12.26 Mil. This investment constitutes 12.61% of their stock portfolio, and LWM ADVISORS INC now holds 0.02% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $80.60 for 2,239.00 shares. Based on historical transaction data and EFA's current price of $89.52, LWM ADVISORS INC's estimated gain on his EFA holdings is $1.48 Mil, reflecting a 12.94% gain to date.
LWM ADVISORS INC EFA ($89.52) Holding Chart
LWM ADVISORS INC EFA ($89.52) 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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