Pettinga Financial Advisors LLC EFG Holdings History
Pettinga Financial Advisors LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Pettinga Financial Advisors LLC held 74,395.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $7.44 Mil. This investment constitutes 1.75% of their stock portfolio, and Pettinga Financial Advisors LLC now holds 0.06% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q2. And since then Pettinga Financial Advisors LLC has made 11 purchases of EFG, at an average price of $92.33, for a total of 462,806.00 shares. In addition, there have been 9 sales at an average price of $95.94 for 388,411.00 shares. Based on historical transaction data and EFG's current price of $110.01, Pettinga Financial Advisors LLC's estimated gain on his EFG holdings is $2.72 Mil, reflecting a 6.37% gain to date.
Pettinga Financial Advisors LLC EFG ($110.01) Holding Chart
Pettinga Financial 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
