McAdam, LLC EFG Holdings History

Number of Shares
39,069.00
Current Holdings Value*
$4.38 Mil
% of Portfolio
0.24%
Total Estimate Gain
$283,437.26
% of Total Estimate Gain
3.03%

McAdam, LLC's iShares MSCI EAFE Growth ETF Holding Summary

As of 2025-06-30, McAdam, LLC held 39,069.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $4.38 Mil. This investment constitutes 0.24% of their stock portfolio, and McAdam, LLC now holds 0.03% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.

The initial trade took place in 2018Q2. And since then McAdam, LLC has made 3 purchases of EFG, at an average price of $103.48, for a total of 90,409.00 shares. In addition, there have been 2 sales at an average price of $101.90 for 51,340.00 shares. Based on historical transaction data and EFG's current price of $112.81, McAdam, LLC's estimated gain on his EFG holdings is $283,437.26, reflecting a 3.03% gain to date.

McAdam, LLC EFG ($112.81) Holding Chart

McAdam, LLC EFG ($112.81) 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