WATERSHED PRIVATE WEALTH LLC EFG Holdings History
WATERSHED PRIVATE WEALTH LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-06-30, WATERSHED PRIVATE WEALTH LLC held 79,128.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $8.86 Mil. This investment constitutes 3.23% of their stock portfolio, and WATERSHED PRIVATE WEALTH LLC now holds 0.07% 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 5 purchases of EFG, at an average price of $100.77, for a total of 114,882.00 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 $112.29, WATERSHED PRIVATE WEALTH LLC's estimated gain on his EFG holdings is $959,178.89, reflecting a 8.29% gain to date.
WATERSHED PRIVATE WEALTH LLC EFG ($112.29) Holding Chart
WATERSHED PRIVATE WEALTH LLC EFG ($112.29) 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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