Number of Shares
64,908.00
Current Holdings Value*
$5.83 Mil
% of Portfolio
2.63%
Total Estimate Gain
$2.17 Mil
% of Total Estimate Gain
42.05%

LifePlan Financial Group, Inc's iShares MSCI EAFE Growth ETF Holding Summary

As of 2020-09-30, LifePlan Financial Group, Inc held 64,908.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $5.83 Mil. This investment constitutes 2.63% of their stock portfolio, and LifePlan Financial Group, Inc now holds 0.07% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.

The initial trade took place in 2018Q2. And since then LifePlan Financial Group, Inc has made 5 purchases of EFG, at an average price of $77.98, for a total of 66,051.00 shares. In addition, there have been 5 sales at an average price of $74.81 for 1,143.00 shares. Based on historical transaction data and EFG's current price of $111.41, LifePlan Financial Group, Inc's estimated gain on his EFG holdings is $2.17 Mil, reflecting a 42.05% gain to date.

LifePlan Financial Group, Inc EFG ($111.41) Holding Chart

LifePlan Financial Group, Inc EFG ($111.41) 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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