Position history for RWA WEALTH PARTNERS, LLC's holdings in ISHARES TR
RWA WEALTH PARTNERS, LLC holds 124,539 shares of EFG (ISHARES TR), worth $13.9M as of 2026-Q1. The position was increased (+0.8% shares). EFG represents 0.2% of RWA WEALTH PARTNERS, LLC's portfolio.
Current Value
$13.9M
Current Shares
124,539
Total Value Change
-$5.3M
Total Shares Change
-62,458
Other major holders of EFG: ENVESTNET ASSET MANAGEMENT INC
Increased |
| 124,539 |
+0.8% |
| $13.9M |
| 0.2% |
| $116.73 |
34 |
| 2025-Q4 | Decreased | 123,571 | -0.1% | $14.1M | 0.2% | $114.45 | 0 |
| 2025-Q3 | Decreased | 123,727 | -3.8% | $14.1M | 0.2% | $111.53 | 0 |
| 2025-Q2 | Increased | 128,593 | +2.2% | $14.4M | 0.2% | $109.97 | 34 |
| 2025-Q1 | Decreased | 125,871 | -27.8% | $12.6M | 0.2% | $98.29 | 0 |
| 2024-Q4 | Increased | 174,221 | +34.9% | $16.9M | 0.2% | $94.57 | 44 |
| 2024-Q3 | Decreased | 129,191 | -30.9% | $13.9M | 0.2% | $104.45 | 0 |
| 2024-Q2 | Increased | 186,997 | +0.0% | $19.1M | 0.3% | $99.03 | 34 |