Sovereign Financial Group, Inc. EFG Holdings History
Sovereign Financial Group, Inc.'s iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Sovereign Financial Group, Inc. held 9,689.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $968,860.00. This investment constitutes 0.22% of their stock portfolio, and Sovereign Financial Group, Inc. now holds 0.01% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2021Q4. And since then Sovereign Financial Group, Inc. has made 8 purchases of EFG, at an average price of $96.26, for a total of 33,344.00 shares. In addition, there have been 6 sales at an average price of $96.38 for 23,655.00 shares. Based on historical transaction data and EFG's current price of $110.01, Sovereign Financial Group, Inc.'s estimated gain on his EFG holdings is $136,311.40, reflecting a 4.25% gain to date.
Sovereign Financial Group, Inc. EFG ($110.01) Holding Chart
Sovereign Financial Group, Inc. EFG ($110.01) 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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