Aristotle Portfolio Optimization Growth Fund EFV Holdings History
Aristotle Portfolio Optimization Growth Fund's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Aristotle Portfolio Optimization Growth Fund held 356,369.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $21.00 Mil. This investment constitutes 8.6% of their stock portfolio, and Aristotle Portfolio Optimization Growth Fund now holds 0.09% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2023Q4. And since then Aristotle Portfolio Optimization Growth Fund has made 3 purchases of EFV, at an average price of $55.24, for a total of 418,802.00 shares. In addition, there have been 1 sales at an average price of $52.20 for 62,433.00 shares. Based on historical transaction data and EFV's current price of $63.56, Aristotle Portfolio Optimization Growth Fund's estimated gain on his EFV holdings is $2.77 Mil, reflecting a 11.99% gain to date.
Aristotle Portfolio Optimization Growth Fund EFV ($63.56) Holding Chart
Aristotle Portfolio Optimization Growth Fund EFV ($63.56) 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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