SWMG, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, SWMG, LLC held 43,065.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $4.45 Mil. This investment constitutes 1.77% of their stock portfolio, and SWMG, LLC now holds 0.04% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q4. And since then SWMG, LLC has made 9 purchases of EFG, at an average price of $98.52, for a total of 178,419.00 shares. In addition, there have been 6 sales at an average price of $97.20 for 135,354.00 shares. Based on historical transaction data and EFG's current price of $109.59, SWMG, LLC's estimated gain on his EFG holdings is $298,895.04, reflecting a 1.70% gain to date.
SWMG, LLC EFG ($109.59) Holding Chart
SWMG, LLC EFG ($109.59) 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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