MCMORGAN & CO LLC EFG Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$3.15 Mil
% of Total Estimate Gain
8.43%

MCMORGAN & CO LLC's iShares MSCI EAFE Growth ETF Holding Summary

As of 2025-03-31, MCMORGAN & CO LLC held - shares of iShares MSCI EAFE Growth ETF(EFG), totaling N/A. This investment constitutes 0% of their stock portfolio, and MCMORGAN & CO LLC now holds 0% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.

The initial trade took place in 2023Q1. And since then MCMORGAN & CO LLC has made 3 purchases of EFG, at an average price of $90.81, for a total of 411,931.00 shares. In addition, there have been 6 sales at an average price of $98.46 for 411,931.00 shares. Based on historical transaction data and EFG's current price of $111.41, MCMORGAN & CO LLC's estimated gain on his EFG holdings is $3.15 Mil, reflecting a 8.43% gain to date.

MCMORGAN & CO LLC EFG ($111.41) Holding Chart

MCMORGAN & CO LLC 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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