Lineweaver Wealth Advisors, LLC EFG Holdings History
Lineweaver Wealth Advisors, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-06-30, Lineweaver Wealth Advisors, LLC held 78,304.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $8.77 Mil. This investment constitutes 1.39% of their stock portfolio, and Lineweaver Wealth Advisors, LLC now holds 0.07% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q2. And since then Lineweaver Wealth Advisors, LLC has made 12 purchases of EFG, at an average price of $91.13, for a total of 410,666.00 shares. In addition, there have been 8 sales at an average price of $94.33 for 332,362.00 shares. Based on historical transaction data and EFG's current price of $110.58, Lineweaver Wealth Advisors, LLC's estimated gain on his EFG holdings is $2.58 Mil, reflecting a 6.91% gain to date.
Lineweaver Wealth Advisors, LLC EFG ($110.58) Holding Chart
Lineweaver Wealth Advisors, LLC EFG ($110.58) 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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