REGIMEN WEALTH, LLC EFG Holdings History
REGIMEN WEALTH, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, REGIMEN WEALTH, LLC held 126,658.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $12.67 Mil. This investment constitutes 4.07% of their stock portfolio, and REGIMEN WEALTH, LLC now holds 0.11% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2022Q4. And since then REGIMEN WEALTH, LLC has made 6 purchases of EFG, at an average price of $89.70, for a total of 129,972.00 shares. In addition, there have been 3 sales at an average price of $95.49 for 3,314.00 shares. Based on historical transaction data and EFG's current price of $111.41, REGIMEN WEALTH, LLC's estimated gain on his EFG holdings is $2.77 Mil, reflecting a 23.75% gain to date.
REGIMEN WEALTH, LLC EFG ($111.41) Holding Chart
REGIMEN WEALTH, LLC EFG ($111.41) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
