Monterey Private Wealth, Inc. EFA Holdings History
Monterey Private Wealth, Inc.'s iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, Monterey Private Wealth, Inc. held 115,777.00 shares of iShares MSCI EAFE ETF(EFA), totaling $9.46 Mil. This investment constitutes 2.79% of their stock portfolio, and Monterey Private Wealth, Inc. now holds 0.02% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2020Q3. And since then Monterey Private Wealth, Inc. has made 8 purchases of EFA, at an average price of $64.95, for a total of 260,147.00 shares. In addition, there have been 9 sales at an average price of $70.10 for 144,370.00 shares. Based on historical transaction data and EFA's current price of $91.54, Monterey Private Wealth, Inc.'s estimated gain on his EFA holdings is $3.82 Mil, reflecting a 22.62% gain to date.
Monterey Private Wealth, Inc. EFA ($91.54) Holding Chart
Monterey Private Wealth, Inc. EFA ($91.54) 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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