Sage Financial Management Group, Inc. EFA Holdings History
Sage Financial Management Group, Inc.'s iShares MSCI EAFE ETF Holding Summary
As of 2025-06-30, Sage Financial Management Group, Inc. held 108,709.00 shares of iShares MSCI EAFE ETF(EFA), totaling $9.72 Mil. This investment constitutes 3.36% of their stock portfolio, and Sage Financial Management Group, Inc. now holds 0.02% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2020Q4. And since then Sage Financial Management Group, Inc. has made 7 purchases of EFA, at an average price of $74.19, for a total of 456,631.00 shares. In addition, there have been 11 sales at an average price of $75.72 for 347,922.00 shares. Based on historical transaction data and EFA's current price of $91.50, Sage Financial Management Group, Inc.'s estimated gain on his EFA holdings is $2.41 Mil, reflecting a 7.12% gain to date.
Sage Financial Management Group, Inc. EFA ($91.50) Holding Chart
Sage Financial Management Group, Inc. EFA ($91.50) 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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