WealthBridge Investment Counsel Inc. EFA Holdings History
WealthBridge Investment Counsel Inc.'s iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, WealthBridge Investment Counsel Inc. held 130,975.00 shares of iShares MSCI EAFE ETF(EFA), totaling $10.71 Mil. This investment constitutes 3.9% of their stock portfolio, and WealthBridge Investment Counsel Inc. now holds 0.02% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2019Q4. And since then WealthBridge Investment Counsel Inc. has made 5 purchases of EFA, at an average price of $66.34, for a total of 208,837.00 shares. In addition, there have been 15 sales at an average price of $68.71 for 77,862.00 shares. Based on historical transaction data and EFA's current price of $88.53, WealthBridge Investment Counsel Inc.'s estimated gain on his EFA holdings is $3.09 Mil, reflecting a 22.30% gain to date.
WealthBridge Investment Counsel Inc. EFA ($88.53) Holding Chart
WealthBridge Investment Counsel Inc. EFA ($88.53) 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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