HALBERT HARGROVE GLOBAL ADVISORS, LLC EFA Holdings History
HALBERT HARGROVE GLOBAL ADVISORS, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, HALBERT HARGROVE GLOBAL ADVISORS, LLC held 1.20 Mil shares of iShares MSCI EAFE ETF(EFA), totaling $97.92 Mil. This investment constitutes 5.53% of their stock portfolio, and HALBERT HARGROVE GLOBAL ADVISORS, LLC now holds 0.17% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2014Q1. And since then HALBERT HARGROVE GLOBAL ADVISORS, LLC has made 19 purchases of EFA, at an average price of $67.18, for a total of 9.40 Mil shares. In addition, there have been 17 sales at an average price of $70.49 for 8.20 Mil shares. Based on historical transaction data and EFA's current price of $88.02, HALBERT HARGROVE GLOBAL ADVISORS, LLC's estimated gain on his EFA holdings is $52.15 Mil, reflecting a 8.26% gain to date.
HALBERT HARGROVE GLOBAL ADVISORS, LLC EFA ($88.02) Holding Chart
HALBERT HARGROVE GLOBAL ADVISORS, LLC EFA ($88.02) 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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