Wakefield Asset Management LLLP EFG Holdings History
Wakefield Asset Management LLLP's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Wakefield Asset Management LLLP held 137,537.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $13.75 Mil. This investment constitutes 4.17% of their stock portfolio, and Wakefield Asset Management LLLP now holds 0.11% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2018Q3. And since then Wakefield Asset Management LLLP has made 12 purchases of EFG, at an average price of $83.88, for a total of 260,512.00 shares. In addition, there have been 14 sales at an average price of $90.94 for 122,975.00 shares. Based on historical transaction data and EFG's current price of $110.01, Wakefield Asset Management LLLP's estimated gain on his EFG holdings is $4.46 Mil, reflecting a 20.42% gain to date.
Wakefield Asset Management LLLP EFG ($110.01) Holding Chart
Wakefield Asset Management LLLP 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 % | |||
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