Ulrich Consultants & Investment Group, LLC EFA Holdings History
Ulrich Consultants & Investment Group, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2023-06-30, Ulrich Consultants & Investment Group, LLC held 26,664.00 shares of iShares MSCI EAFE ETF(EFA), totaling $1.93 Mil. This investment constitutes 4.67% of their stock portfolio, and Ulrich Consultants & Investment Group, LLC now holds 0% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2022Q2. And since then Ulrich Consultants & Investment Group, LLC has made 1 purchases of EFA, at an average price of $66.66, for a total of 27,229.00 shares. In addition, there have been 1 sales at an average price of $69.95 for 565.00 shares. Based on historical transaction data and EFA's current price of $89.52, Ulrich Consultants & Investment Group, LLC's estimated gain on his EFA holdings is $611,353.78, reflecting a 33.68% gain to date.
Ulrich Consultants & Investment Group, LLC EFA ($89.52) Holding Chart
Ulrich Consultants & Investment Group, 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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