W ADVISORS, LLC EFG Holdings History
W ADVISORS, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, W ADVISORS, LLC held 32,293.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $3.23 Mil. This investment constitutes 2.02% of their stock portfolio, and W ADVISORS, LLC now holds 0.03% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2021Q4. And since then W ADVISORS, LLC has made 7 purchases of EFG, at an average price of $95.99, for a total of 66,620.00 shares. In addition, there have been 6 sales at an average price of $92.22 for 34,327.00 shares. Based on historical transaction data and EFG's current price of $110.01, W ADVISORS, LLC's estimated gain on his EFG holdings is $323,550.65, reflecting a 5.06% gain to date.
W ADVISORS, LLC EFG ($110.01) Holding Chart
W ADVISORS, LLC EFG ($110.01) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
