Number of Shares
31,076.00
Current Holdings Value*
$2.78 Mil
% of Portfolio
2.42%
Total Estimate Gain
$364,948.46
% of Total Estimate Gain
15.11%

William Howard & Co Financial Advisors Inc's iShares MSCI EAFE ETF Holding Summary

As of 2025-06-30, William Howard & Co Financial Advisors Inc held 31,076.00 shares of iShares MSCI EAFE ETF(EFA), totaling $2.78 Mil. This investment constitutes 2.42% of their stock portfolio, and William Howard & Co Financial Advisors Inc now holds 0% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2024Q1. And since then William Howard & Co Financial Advisors Inc has made 1 purchases of EFA, at an average price of $76.50, for a total of 31,577.00 shares. In addition, there have been 2 sales at an average price of $79.21 for 501.00 shares. Based on historical transaction data and EFA's current price of $88.21, William Howard & Co Financial Advisors Inc's estimated gain on his EFA holdings is $364,948.46, reflecting a 15.11% gain to date.

William Howard & Co Financial Advisors Inc EFA ($88.21) Holding Chart

William Howard & Co Financial Advisors Inc EFA ($88.21) 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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