Number of Shares
129,975.00
Current Holdings Value*
$11.62 Mil
% of Portfolio
3.77%
Total Estimate Gain
$3.48 Mil
% of Total Estimate Gain
25.11%

WealthBridge Investment Counsel Inc.'s iShares MSCI EAFE ETF Holding Summary

As of 2025-06-30, WealthBridge Investment Counsel Inc. held 129,975.00 shares of iShares MSCI EAFE ETF(EFA), totaling $11.62 Mil. This investment constitutes 3.77% 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 16 sales at an average price of $68.92 for 78,862.00 shares. Based on historical transaction data and EFA's current price of $91.54, WealthBridge Investment Counsel Inc.'s estimated gain on his EFA holdings is $3.48 Mil, reflecting a 25.11% gain to date.

WealthBridge Investment Counsel Inc. EFA ($91.54) Holding Chart

WealthBridge Investment Counsel Inc. EFA ($91.54) 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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