Octavia Wealth Advisors, LLC EFG Holdings History
Octavia Wealth Advisors, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-06-30, Octavia Wealth Advisors, LLC held 292,513.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $32.76 Mil. This investment constitutes 3.73% of their stock portfolio, and Octavia Wealth Advisors, LLC now holds 0.25% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q4. And since then Octavia Wealth Advisors, LLC has made 8 purchases of EFG, at an average price of $96.69, for a total of 363,328.00 shares. In addition, there have been 2 sales at an average price of $101.93 for 70,815.00 shares. Based on historical transaction data and EFG's current price of $110.01, Octavia Wealth Advisors, LLC's estimated gain on his EFG holdings is $4.27 Mil, reflecting a 12.15% gain to date.
Octavia Wealth Advisors, LLC EFG ($110.01) Holding Chart
Octavia Wealth Advisors, 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
