Number of Shares
36,451.00
Current Holdings Value*
$2.99 Mil
% of Portfolio
1.08%
Total Estimate Gain
$308,837.90
% of Total Estimate Gain
10.53%

MGB Wealth Management, LLC's iShares MSCI EAFE ETF Holding Summary

As of 2025-03-31, MGB Wealth Management, LLC held 36,451.00 shares of iShares MSCI EAFE ETF(EFA), totaling $2.99 Mil. This investment constitutes 1.08% of their stock portfolio, and MGB Wealth Management, LLC now holds 0.01% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2024Q1. And since then MGB Wealth Management, LLC has made 3 purchases of EFA, at an average price of $80.48, for a total of 36,451.00 shares. Based on historical transaction data and EFA's current price of $88.95, MGB Wealth Management, LLC's estimated gain on his EFA holdings is $308,837.90, reflecting a 10.53% gain to date.

MGB Wealth Management, LLC EFA ($88.95) Holding Chart

MGB Wealth Management, LLC EFA ($88.95) 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 %

Top Ranked Articles

  • 1