Tolleson Wealth Management, Inc. EFA Holdings History
Tolleson Wealth Management, Inc.'s iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, Tolleson Wealth Management, Inc. held 98,475.00 shares of iShares MSCI EAFE ETF(EFA), totaling $8.05 Mil. This investment constitutes 1.55% of their stock portfolio, and Tolleson Wealth Management, Inc. now holds 0.01% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2019Q3. And since then Tolleson Wealth Management, Inc. has made 5 purchases of EFA, at an average price of $65.42, for a total of 134,267.00 shares. In addition, there have been 12 sales at an average price of $75.92 for 35,792.00 shares. Based on historical transaction data and EFA's current price of $88.95, Tolleson Wealth Management, Inc.'s estimated gain on his EFA holdings is $2.69 Mil, reflecting a 30.65% gain to date.
Tolleson Wealth Management, Inc. EFA ($88.95) Holding Chart
Tolleson Wealth Management, Inc. EFA ($88.95) 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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