RCS Financial Planning, LLC EFG Holdings History
RCS Financial Planning, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, RCS Financial Planning, LLC held 17,373.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $1.74 Mil. This investment constitutes 0.92% of their stock portfolio, and RCS Financial Planning, LLC now holds 0.01% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2022Q4. And since then RCS Financial Planning, LLC has made 5 purchases of EFG, at an average price of $90.41, for a total of 32,350.00 shares. In addition, there have been 4 sales at an average price of $99.74 for 14,977.00 shares. Based on historical transaction data and EFG's current price of $110.01, RCS Financial Planning, LLC's estimated gain on his EFG holdings is $480,373.88, reflecting a 16.42% gain to date.
RCS Financial Planning, LLC EFG ($110.01) Holding Chart
RCS Financial Planning, 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 % | |||
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