WOOSTER CORTHELL WEALTH MANAGEMENT, INC. EFG Holdings History
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-06-30, WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 24,717.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $2.77 Mil. This investment constitutes 0.51% of their stock portfolio, and WOOSTER CORTHELL WEALTH MANAGEMENT, INC. now holds 0.02% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2025Q1. And since then WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has made 1 purchases of EFG, at an average price of $101.94, for a total of 24,717.00 shares. Based on historical transaction data and EFG's current price of $110.34, WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s estimated gain on his EFG holdings is $207,622.80, reflecting a 8.24% gain to date.
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. EFG ($110.34) Holding Chart
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. EFG ($110.34) 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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