Linscomb Wealth, Inc. EFA Holdings History

Number of Shares
1.04 Mil
Current Holdings Value*
$84.77 Mil
% of Portfolio
4.22%
Total Estimate Gain
$39.05 Mil
% of Total Estimate Gain
40.13%

Linscomb Wealth, Inc.'s iShares MSCI EAFE ETF Holding Summary

As of 2025-03-31, Linscomb Wealth, Inc. held 1.04 Mil shares of iShares MSCI EAFE ETF(EFA), totaling $84.77 Mil. This investment constitutes 4.22% of their stock portfolio, and Linscomb Wealth, Inc. now holds 0.15% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2013Q4. And since then Linscomb Wealth, Inc. has made 9 purchases of EFA, at an average price of $59.48, for a total of 1.64 Mil shares. In addition, there have been 27 sales at an average price of $72.56 for 598,826.00 shares. Based on historical transaction data and EFA's current price of $89.58, Linscomb Wealth, Inc.'s estimated gain on his EFA holdings is $39.05 Mil, reflecting a 40.13% gain to date.

Linscomb Wealth, Inc. EFA ($89.58) Holding Chart

Linscomb Wealth, Inc. EFA ($89.58) 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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