Number of Shares
24,717.00
Current Holdings Value*
$2.77 Mil
% of Portfolio
0.51%
Total Estimate Gain
$207,622.80
% of Total Estimate Gain
8.24%

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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