Aristotle Portfolio Optimization Aggressive Growth Fund EFV Holdings History
Aristotle Portfolio Optimization Aggressive Growth Fund's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Aristotle Portfolio Optimization Aggressive Growth Fund held 151,027.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $8.90 Mil. This investment constitutes 7.56% of their stock portfolio, and Aristotle Portfolio Optimization Aggressive Growth Fund now holds 0.04% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2023Q4. And since then Aristotle Portfolio Optimization Aggressive Growth Fund has made 3 purchases of EFV, at an average price of $53.57, for a total of 227,233.00 shares. In addition, there have been 1 sales at an average price of $52.20 for 76,206.00 shares. Based on historical transaction data and EFV's current price of $63.95, Aristotle Portfolio Optimization Aggressive Growth Fund's estimated gain on his EFV holdings is $1.46 Mil, reflecting a 12.03% gain to date.
Aristotle Portfolio Optimization Aggressive Growth Fund EFV ($63.95) Holding Chart
Aristotle Portfolio Optimization Aggressive Growth Fund EFV ($63.95) 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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