Regal Investment Advisors LLC EFG Holdings History
Regal Investment Advisors LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Regal Investment Advisors LLC held 58,604.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $5.86 Mil. This investment constitutes 0.47% of their stock portfolio, and Regal Investment Advisors LLC now holds 0.05% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q2. And since then Regal Investment Advisors LLC has made 13 purchases of EFG, at an average price of $94.87, for a total of 217,518.00 shares. In addition, there have been 7 sales at an average price of $96.64 for 158,914.00 shares. Based on historical transaction data and EFG's current price of $110.53, Regal Investment Advisors LLC's estimated gain on his EFG holdings is $1.20 Mil, reflecting a 5.81% gain to date.
Regal Investment Advisors LLC EFG ($110.53) Holding Chart
Regal Investment Advisors LLC EFG ($110.53) 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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