Shared Vision Wealth Group LLC EFG Holdings History
Shared Vision Wealth Group LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Shared Vision Wealth Group LLC held 33,802.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $3.38 Mil. This investment constitutes 1.85% of their stock portfolio, and Shared Vision Wealth Group LLC now holds 0.03% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2023Q4. And since then Shared Vision Wealth Group LLC has made 2 purchases of EFG, at an average price of $93.57, for a total of 59,524.00 shares. In addition, there have been 3 sales at an average price of $101.80 for 25,722.00 shares. Based on historical transaction data and EFG's current price of $110.65, Shared Vision Wealth Group LLC's estimated gain on his EFG holdings is $789,145.79, reflecting a 14.17% gain to date.
Shared Vision Wealth Group LLC EFG ($110.65) Holding Chart
Shared Vision Wealth Group LLC EFG ($110.65) 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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