Strategic Wealth Partners, Ltd. EFA Holdings History
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 $90.86, Strategic Wealth Partners, Ltd.'s estimated gain on his EFA holdings is $8.29 Mil, reflecting a 32.18% gain to date.
Strategic Wealth Partners, Ltd. EFA ($90.86) Holding Chart
Strategic Wealth Partners, Ltd. EFA ($90.86) 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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