Number of Shares
130,383.00
Current Holdings Value*
$14.38 Mil
% of Portfolio
5.38%
Total Estimate Gain
$3.48 Mil
% of Total Estimate Gain
27.67%

VIVID FINANCIAL MANAGEMENT, INC.'s iShares MSCI EAFE Growth ETF Holding Summary

As of 2021-12-31, VIVID FINANCIAL MANAGEMENT, INC. held 130,383.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $14.38 Mil. This investment constitutes 5.38% of their stock portfolio, and VIVID FINANCIAL MANAGEMENT, INC. now holds 0.13% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.

The initial trade took place in 2020Q2. And since then VIVID FINANCIAL MANAGEMENT, INC. has made 4 purchases of EFG, at an average price of $87.05, for a total of 144,439.00 shares. In addition, there have been 3 sales at an average price of $92.62 for 14,056.00 shares. Based on historical transaction data and EFG's current price of $113.14, VIVID FINANCIAL MANAGEMENT, INC.'s estimated gain on his EFG holdings is $3.48 Mil, reflecting a 27.67% gain to date.

VIVID FINANCIAL MANAGEMENT, INC. EFG ($113.14) Holding Chart

VIVID FINANCIAL MANAGEMENT, INC. EFG ($113.14) 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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