REFRAME WEALTH, LLC EFA Holdings History
Number of Shares
220,624.00
Current Holdings Value*
$14.48 Mil
% of Portfolio
5.57%
Total Estimate Gain
$5.72 Mil
% of Total Estimate Gain
41.49%
REFRAME WEALTH, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2022-12-31, REFRAME WEALTH, LLC held 220,624.00 shares of iShares MSCI EAFE ETF(EFA), totaling $14.48 Mil. This investment constitutes 5.57% of their stock portfolio, and REFRAME WEALTH, LLC now holds 0.03% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2022Q4. Based on historical transaction data and EFA's current price of $88.36, REFRAME WEALTH, LLC's estimated gain on his EFA holdings is $5.72 Mil, reflecting a 41.49% gain to date.
REFRAME WEALTH, LLC EFA ($88.36) Holding Chart
REFRAME WEALTH, LLC EFA ($88.36) 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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