NewEdge Advisors, LLC EFG Holdings History

Number of Shares
544,315.00
Current Holdings Value*
$54.43 Mil
% of Portfolio
0.32%
Total Estimate Gain
$9.87 Mil
% of Total Estimate Gain
8.30%

NewEdge Advisors, LLC's iShares MSCI EAFE Growth ETF Holding Summary

As of 2025-03-31, NewEdge Advisors, LLC held 544,315.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $54.43 Mil. This investment constitutes 0.32% of their stock portfolio, and NewEdge Advisors, LLC now holds 0.45% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.

The initial trade took place in 2020Q2. And since then NewEdge Advisors, LLC has made 13 purchases of EFG, at an average price of $94.99, for a total of 1.25 Mil shares. In addition, there have been 7 sales at an average price of $97.09 for 707,124.00 shares. Based on historical transaction data and EFG's current price of $110.38, NewEdge Advisors, LLC's estimated gain on his EFG holdings is $9.87 Mil, reflecting a 8.30% gain to date.

NewEdge Advisors, LLC EFG ($110.38) Holding Chart

NewEdge Advisors, LLC EFG ($110.38) 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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