Sincerus Advisory, LLC EFA Holdings History
Number of Shares
77,123.00
Current Holdings Value*
$6.30 Mil
% of Portfolio
6.65%
Total Estimate Gain
$754,799.81
% of Total Estimate Gain
12.36%
Sincerus Advisory, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, Sincerus Advisory, LLC held 77,123.00 shares of iShares MSCI EAFE ETF(EFA), totaling $6.30 Mil. This investment constitutes 6.65% of their stock portfolio, and Sincerus Advisory, LLC now holds 0.01% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2024Q4. And since then Sincerus Advisory, LLC has made 1 purchases of EFA, at an average price of $79.16, for a total of 77,123.00 shares. Based on historical transaction data and EFA's current price of $88.95, Sincerus Advisory, LLC's estimated gain on his EFA holdings is $754,799.81, reflecting a 12.36% gain to date.
Sincerus Advisory, LLC EFA ($88.95) Holding Chart
Sincerus Advisory, LLC EFA ($88.95) 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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