Number of Shares
246,722.00
Current Holdings Value*
$22.05 Mil
% of Portfolio
6.36%
Total Estimate Gain
$5.12 Mil
% of Total Estimate Gain
29.37%

Prosperity Planning, Inc.'s iShares MSCI EAFE ETF Holding Summary

As of 2025-06-30, Prosperity Planning, Inc. held 246,722.00 shares of iShares MSCI EAFE ETF(EFA), totaling $22.05 Mil. This investment constitutes 6.36% of their stock portfolio, and Prosperity Planning, Inc. now holds 0.03% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2020Q4. And since then Prosperity Planning, Inc. has made 15 purchases of EFA, at an average price of $70.66, for a total of 246,722.00 shares. Based on historical transaction data and EFA's current price of $91.41, Prosperity Planning, Inc.'s estimated gain on his EFA holdings is $5.12 Mil, reflecting a 29.37% gain to date.

Prosperity Planning, Inc. EFA ($91.41) Holding Chart

Prosperity Planning, Inc. EFA ($91.41) 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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