Trellis Wealth Advisors LLC EFA Holdings History
Trellis Wealth Advisors LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, Trellis Wealth Advisors LLC held 3,800.00 shares of iShares MSCI EAFE ETF(EFA), totaling $310,570.00. This investment constitutes 0.15% of their stock portfolio, and Trellis Wealth Advisors LLC now holds 0% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2025Q1. And since then Trellis Wealth Advisors LLC has made 1 purchases of EFA, at an average price of $80.60, for a total of 3,800.00 shares. Based on historical transaction data and EFA's current price of $89.52, Trellis Wealth Advisors LLC's estimated gain on his EFA holdings is $33,896.00, reflecting a 11.07% gain to date.
Trellis Wealth Advisors LLC EFA ($89.52) Holding Chart
Trellis Wealth Advisors LLC EFA ($89.52) 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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