Signify Wealth EFA Holdings History
Number of Shares
52,621.00
Current Holdings Value*
$3.98 Mil
% of Portfolio
4.49%
Total Estimate Gain
$485,802.76
% of Total Estimate Gain
11.63%
Signify Wealth's iShares MSCI EAFE ETF Holding Summary
As of 2024-12-31, Signify Wealth held 52,621.00 shares of iShares MSCI EAFE ETF(EFA), totaling $3.98 Mil. This investment constitutes 4.49% of their stock portfolio, and Signify Wealth now holds 0.01% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2024Q2. And since then Signify Wealth has made 3 purchases of EFA, at an average price of $79.38, for a total of 52,621.00 shares. Based on historical transaction data and EFA's current price of $88.61, Signify Wealth's estimated gain on his EFA holdings is $485,802.76, reflecting a 11.63% gain to date.
Signify Wealth EFA ($88.61) Holding Chart
Signify Wealth EFA ($88.61) 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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