WATERSHED PRIVATE WEALTH LLC EFG Holdings History
WATERSHED PRIVATE WEALTH LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, WATERSHED PRIVATE WEALTH LLC held 72,411.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $7.24 Mil. This investment constitutes 2.9% of their stock portfolio, and WATERSHED PRIVATE WEALTH LLC now holds 0.06% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2023Q4. And since then WATERSHED PRIVATE WEALTH LLC has made 4 purchases of EFG, at an average price of $100.48, for a total of 108,165.00 shares. In addition, there have been 2 sales at an average price of $102.09 for 35,754.00 shares. Based on historical transaction data and EFG's current price of $112.82, WATERSHED PRIVATE WEALTH LLC's estimated gain on his EFG holdings is $951,276.59, reflecting a 8.75% gain to date.
WATERSHED PRIVATE WEALTH LLC EFG ($112.82) Holding Chart
WATERSHED PRIVATE WEALTH LLC EFG ($112.82) 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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