ONE WEALTH CAPITAL MANAGEMENT, LLC EFG Holdings History
ONE WEALTH CAPITAL MANAGEMENT, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, ONE WEALTH CAPITAL MANAGEMENT, LLC held 32,908.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $3.29 Mil. This investment constitutes 1.77% of their stock portfolio, and ONE WEALTH CAPITAL MANAGEMENT, LLC now holds 0.03% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $101.94 for 24,940.00 shares. Based on historical transaction data and EFG's current price of $110.01, ONE WEALTH CAPITAL MANAGEMENT, LLC's estimated gain on his EFG holdings is $288,706.76, reflecting a 4.92% gain to date.
ONE WEALTH CAPITAL MANAGEMENT, LLC EFG ($110.01) Holding Chart
ONE WEALTH CAPITAL MANAGEMENT, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
