RTD Financial Advisors, Inc. EFG Holdings History
RTD Financial Advisors, Inc.'s iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-06-30, RTD Financial Advisors, Inc. held 198,936.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $22.28 Mil. This investment constitutes 2.85% of their stock portfolio, and RTD Financial Advisors, Inc. now holds 0.17% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2021Q4. And since then RTD Financial Advisors, Inc. has made 7 purchases of EFG, at an average price of $107.07, for a total of 232,881.00 shares. In addition, there have been 7 sales at an average price of $96.65 for 33,945.00 shares. Based on historical transaction data and EFG's current price of $112.81, RTD Financial Advisors, Inc.'s estimated gain on his EFG holdings is $788,794.26, reflecting a 3.16% gain to date.
RTD Financial Advisors, Inc. EFG ($112.81) Holding Chart
RTD Financial Advisors, Inc. EFG ($112.81) 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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