MA Private Wealth EFG Holdings History
MA Private Wealth's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, MA Private Wealth held 239,035.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $23.90 Mil. This investment constitutes 4.5% of their stock portfolio, and MA Private Wealth now holds 0.2% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2018Q4. And since then MA Private Wealth has made 11 purchases of EFG, at an average price of $89.94, for a total of 305,318.00 shares. In addition, there have been 11 sales at an average price of $89.33 for 66,283.00 shares. Based on historical transaction data and EFG's current price of $110.49, MA Private Wealth's estimated gain on his EFG holdings is $4.87 Mil, reflecting a 17.73% gain to date.
MA Private Wealth EFG ($110.49) Holding Chart
MA Private Wealth EFG ($110.49) 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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