Waterway Wealth Management, LLC EFA Holdings History
Waterway Wealth Management, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, Waterway Wealth Management, LLC held 496,763.00 shares of iShares MSCI EAFE ETF(EFA), totaling $40.61 Mil. This investment constitutes 16.92% of their stock portfolio, and Waterway Wealth Management, LLC now holds 0.07% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2023Q4. And since then Waterway Wealth Management, LLC has made 3 purchases of EFA, at an average price of $71.47, for a total of 728,146.00 shares. In addition, there have been 2 sales at an average price of $78.68 for 231,383.00 shares. Based on historical transaction data and EFA's current price of $90.86, Waterway Wealth Management, LLC's estimated gain on his EFA holdings is $11.30 Mil, reflecting a 21.71% gain to date.
Waterway Wealth Management, LLC EFA ($90.86) Holding Chart
Waterway Wealth Management, LLC EFA ($90.86) 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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