Number of Shares
45,401.00
Current Holdings Value*
$3.56 Mil
% of Portfolio
2.6%
Total Estimate Gain
$2.01 Mil
% of Total Estimate Gain
11.27%

Spotlight Asset Group, Inc.'s iShares MSCI EAFE ETF Holding Summary

As of 2024-06-30, Spotlight Asset Group, Inc. held 45,401.00 shares of iShares MSCI EAFE ETF(EFA), totaling $3.56 Mil. This investment constitutes 2.6% of their stock portfolio, and Spotlight Asset Group, Inc. now holds -% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2019Q4. And since then Spotlight Asset Group, Inc. has made 4 purchases of EFA, at an average price of $66.99, for a total of 266,893.00 shares. In addition, there have been 8 sales at an average price of $71.42 for 221,492.00 shares. Based on historical transaction data and EFA's current price of $89.76, Spotlight Asset Group, Inc.'s estimated gain on his EFA holdings is $2.01 Mil, reflecting a 11.27% gain to date.

Spotlight Asset Group, Inc. EFA ($89.76) Holding Chart

Spotlight Asset Group, Inc. EFA ($89.76) 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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