Trellis Advisors, LLC EFG Holdings History
Trellis Advisors, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2023-12-31, Trellis Advisors, LLC held - shares of iShares MSCI EAFE Growth ETF(EFG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Trellis Advisors, LLC now holds 0% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2018Q2. And since then Trellis Advisors, LLC has made 5 purchases of EFG, at an average price of $98.58, for a total of 24,169.00 shares. In addition, there have been 4 sales at an average price of $83.44 for 24,169.00 shares. Based on historical transaction data and EFG's current price of $111.41, Trellis Advisors, LLC's estimated gain on his EFG holdings is $-366,005.15, reflecting a -15.36% gain to date.
Trellis Advisors, LLC EFG ($111.41) Holding Chart
Trellis Advisors, LLC EFG ($111.41) 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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