NAPATREE CAPITAL LLC EFG Holdings History
NAPATREE CAPITAL LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, NAPATREE CAPITAL LLC held 9,301.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $930,080.00. This investment constitutes 0.52% of their stock portfolio, and NAPATREE CAPITAL LLC now holds 0.01% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2023Q4. And since then NAPATREE CAPITAL LLC has made 2 purchases of EFG, at an average price of $90.99, for a total of 22,866.00 shares. In addition, there have been 3 sales at an average price of $102.10 for 13,565.00 shares. Based on historical transaction data and EFG's current price of $110.01, NAPATREE CAPITAL LLC's estimated gain on his EFG holdings is $327,687.59, reflecting a 15.75% gain to date.
NAPATREE CAPITAL LLC EFG ($110.01) Holding Chart
NAPATREE CAPITAL LLC EFG ($110.01) 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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