Shakespeare Wealth Management, LLC EFG Holdings History
Shakespeare Wealth Management, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Shakespeare Wealth Management, LLC held 168,175.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $16.82 Mil. This investment constitutes 4.5% of their stock portfolio, and Shakespeare Wealth Management, LLC now holds 0.14% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2018Q2. And since then Shakespeare Wealth Management, LLC has made 23 purchases of EFG, at an average price of $85.64, for a total of 226,021.00 shares. In addition, there have been 5 sales at an average price of $94.11 for 57,846.00 shares. Based on historical transaction data and EFG's current price of $113.14, Shakespeare Wealth Management, LLC's estimated gain on his EFG holdings is $5.11 Mil, reflecting a 26.42% gain to date.
Shakespeare Wealth Management, LLC EFG ($113.14) Holding Chart
Shakespeare Wealth Management, LLC EFG ($113.14) 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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