AlTi Global, Inc. EFA Holdings History

Number of Shares
5.80 Mil
Current Holdings Value*
$473.82 Mil
% of Portfolio
12.42%
Total Estimate Gain
$121.96 Mil
% of Total Estimate Gain
22.81%

AlTi Global, Inc.'s iShares MSCI EAFE ETF Holding Summary

As of 2025-03-31, AlTi Global, Inc. held 5.80 Mil shares of iShares MSCI EAFE ETF(EFA), totaling $473.82 Mil. This investment constitutes 12.42% of their stock portfolio, and AlTi Global, Inc. now holds 0.81% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2023Q4. And since then AlTi Global, Inc. has made 4 purchases of EFA, at an average price of $72.62, for a total of 7.36 Mil shares. In addition, there have been 1 sales at an average price of $80.60 for 1.57 Mil shares. Based on historical transaction data and EFA's current price of $91.50, AlTi Global, Inc.'s estimated gain on his EFA holdings is $121.96 Mil, reflecting a 22.81% gain to date.

AlTi Global, Inc. EFA ($91.50) Holding Chart

AlTi Global, Inc. EFA ($91.50) 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 %

Top Ranked Articles

  • 1