One Wealth Advisors, LLC EFG Holdings History
One Wealth Advisors, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, One Wealth Advisors, LLC held 107,904.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $10.79 Mil. This investment constitutes 1.61% of their stock portfolio, and One Wealth Advisors, LLC now holds 0.09% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2019Q4. And since then One Wealth Advisors, LLC has made 12 purchases of EFG, at an average price of $99.39, for a total of 379,996.00 shares. In addition, there have been 8 sales at an average price of $97.69 for 272,092.00 shares. Based on historical transaction data and EFG's current price of $109.68, One Wealth Advisors, LLC's estimated gain on his EFG holdings is $648,837.64, reflecting a 1.72% gain to date.
One Wealth Advisors, LLC EFG ($109.68) Holding Chart
One Wealth Advisors, LLC EFG ($109.68) 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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