William Howard & Co Financial Advisors Inc EFA Holdings History
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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