UNIQUE WEALTH, LLC EFA Holdings History

Number of Shares
347,644.00
Current Holdings Value*
$28.41 Mil
% of Portfolio
5.37%
Total Estimate Gain
$4.47 Mil
% of Total Estimate Gain
16.88%

UNIQUE WEALTH, LLC's iShares MSCI EAFE ETF Holding Summary

As of 2025-03-31, UNIQUE WEALTH, LLC held 347,644.00 shares of iShares MSCI EAFE ETF(EFA), totaling $28.41 Mil. This investment constitutes 5.37% of their stock portfolio, and UNIQUE WEALTH, LLC now holds 0.05% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2023Q2. And since then UNIQUE WEALTH, LLC has made 8 purchases of EFA, at an average price of $76.10, for a total of 347,644.00 shares. Based on historical transaction data and EFA's current price of $88.95, UNIQUE WEALTH, LLC's estimated gain on his EFA holdings is $4.47 Mil, reflecting a 16.88% gain to date.

UNIQUE WEALTH, LLC EFA ($88.95) Holding Chart

UNIQUE WEALTH, LLC 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 %

Top Ranked Articles

  • 1