Number of Shares
4,989.00
Current Holdings Value*
$410,000.00
% of Portfolio
0.33%
Total Estimate Gain
$43,504.08
% of Total Estimate Gain
10.82%

MOSAIC FINANCIAL GROUP, LLC's iShares MSCI EAFE ETF Holding Summary

As of 2025-03-31, MOSAIC FINANCIAL GROUP, LLC held 4,989.00 shares of iShares MSCI EAFE ETF(EFA), totaling $410,000.00. This investment constitutes 0.33% of their stock portfolio, and MOSAIC FINANCIAL GROUP, LLC now holds 0% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2025Q1. And since then MOSAIC FINANCIAL GROUP, LLC has made 1 purchases of EFA, at an average price of $80.60, for a total of 4,989.00 shares. Based on historical transaction data and EFA's current price of $89.32, MOSAIC FINANCIAL GROUP, LLC's estimated gain on his EFA holdings is $43,504.08, reflecting a 10.82% gain to date.

MOSAIC FINANCIAL GROUP, LLC EFA ($89.32) Holding Chart

MOSAIC FINANCIAL GROUP, LLC EFA ($89.32) 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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