Prosperity Planning, Inc. EFA Holdings History
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 $90.86, Prosperity Planning, Inc.'s estimated gain on his EFA holdings is $4.98 Mil, reflecting a 28.59% gain to date.
Prosperity Planning, Inc. EFA ($90.86) Holding Chart
Prosperity Planning, Inc. EFA ($90.86) 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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