MGB Wealth Management, LLC EFA Holdings History
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