LWM ADVISORS INC EFA Holdings History
LWM ADVISORS INC's iShares MSCI EAFE ETF Holding Summary
As of 2025-06-30, LWM ADVISORS INC held 143,148.00 shares of iShares MSCI EAFE ETF(EFA), totaling $12.80 Mil. This investment constitutes 12.31% 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. And since then LWM ADVISORS INC has made 1 purchases of EFA, at an average price of $79.16, for a total of 145,387.00 shares. 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 $88.36, LWM ADVISORS INC's estimated gain on his EFA holdings is $1.32 Mil, reflecting a 11.47% gain to date.
LWM ADVISORS INC EFA ($88.36) Holding Chart
LWM ADVISORS INC EFA ($88.36) 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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