Number of Shares
82,909.00
Current Holdings Value*
$5.26 Mil
% of Portfolio
3.59%
Total Estimate Gain
$823,170.51
% of Total Estimate Gain
16.14%

Braun-Bostich & Associates Inc.'s iShares MSCI EAFE Value ETF Holding Summary

As of 2025-06-30, Braun-Bostich & Associates Inc. held 82,909.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $5.26 Mil. This investment constitutes 3.59% of their stock portfolio, and Braun-Bostich & Associates Inc. now holds 0.02% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.

The initial trade took place in 2024Q1. And since then Braun-Bostich & Associates Inc. has made 5 purchases of EFV, at an average price of $55.85, for a total of 91,329.00 shares. In addition, there have been 1 sales at an average price of $56.57 for 8,420.00 shares. Based on historical transaction data and EFV's current price of $65.70, Braun-Bostich & Associates Inc.'s estimated gain on his EFV holdings is $823,170.51, reflecting a 16.14% gain to date.

Braun-Bostich & Associates Inc. EFV ($65.70) Holding Chart

Braun-Bostich & Associates Inc. EFV ($65.70) 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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