Lenox Wealth Advisors, LLC EFA Holdings History
Lenox Wealth Advisors, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2022-03-31, Lenox Wealth Advisors, LLC held 486,213.00 shares of iShares MSCI EAFE ETF(EFA), totaling $35.44 Mil. This investment constitutes 4.46% of their stock portfolio, and Lenox Wealth Advisors, LLC now holds 0.07% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2013Q4. And since then Lenox Wealth Advisors, LLC has made 20 purchases of EFA, at an average price of $65.08, for a total of 1.90 Mil shares. In addition, there have been 5 sales at an average price of $63.04 for 1.41 Mil shares. Based on historical transaction data and EFA's current price of $91.50, Lenox Wealth Advisors, LLC's estimated gain on his EFA holdings is $9.98 Mil, reflecting a 8.08% gain to date.
Lenox Wealth Advisors, LLC EFA ($91.50) Holding Chart
Lenox Wealth Advisors, LLC EFA ($91.50) 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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