Summit Financial Consulting LLC EFA Holdings History
Summit Financial Consulting LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-06-30, Summit Financial Consulting LLC held 25,796.00 shares of iShares MSCI EAFE ETF(EFA), totaling $2.31 Mil. This investment constitutes 2.07% of their stock portfolio, and Summit Financial Consulting LLC now holds 0% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2025Q2. And since then Summit Financial Consulting LLC has made 1 purchases of EFA, at an average price of $85.32, for a total of 25,796.00 shares. Based on historical transaction data and EFA's current price of $91.47, Summit Financial Consulting LLC's estimated gain on his EFA holdings is $158,647.98, reflecting a 7.21% gain to date.
Summit Financial Consulting LLC EFA ($91.47) Holding Chart
Summit Financial Consulting LLC EFA ($91.47) 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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