Number of Shares
348,523.00
Current Holdings Value*
$28.51 Mil
% of Portfolio
2.36%
Total Estimate Gain
$8.53 Mil
% of Total Estimate Gain
33.10%

Strategic Wealth Partners, Ltd.'s iShares MSCI EAFE ETF Holding Summary

As of 2024-12-31, Strategic Wealth Partners, Ltd. held 348,523.00 shares of iShares MSCI EAFE ETF(EFA), totaling $28.51 Mil. This investment constitutes 2.36% of their stock portfolio, and Strategic Wealth Partners, Ltd. now holds 0.05% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2018Q2. And since then Strategic Wealth Partners, Ltd. has made 19 purchases of EFA, at an average price of $66.16, for a total of 389,237.00 shares. In addition, there have been 7 sales at an average price of $58.31 for 40,714.00 shares. Based on historical transaction data and EFA's current price of $91.54, Strategic Wealth Partners, Ltd.'s estimated gain on his EFA holdings is $8.53 Mil, reflecting a 33.10% gain to date.

Strategic Wealth Partners, Ltd. EFA ($91.54) Holding Chart

Strategic Wealth Partners, Ltd. EFA ($91.54) 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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