Number of Shares
110,195.00
Current Holdings Value*
$9.01 Mil
% of Portfolio
6.3%
Total Estimate Gain
$1.97 Mil
% of Total Estimate Gain
23.17%

HOGE FINANCIAL SERVICES, LLC's iShares MSCI EAFE ETF Holding Summary

As of 2025-03-31, HOGE FINANCIAL SERVICES, LLC held 110,195.00 shares of iShares MSCI EAFE ETF(EFA), totaling $9.01 Mil. This investment constitutes 6.3% of their stock portfolio, and HOGE FINANCIAL SERVICES, LLC now holds 0.02% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2023Q4. And since then HOGE FINANCIAL SERVICES, LLC has made 2 purchases of EFA, at an average price of $71.05, for a total of 119,382.00 shares. In addition, there have been 3 sales at an average price of $77.28 for 9,187.00 shares. Based on historical transaction data and EFA's current price of $88.36, HOGE FINANCIAL SERVICES, LLC's estimated gain on his EFA holdings is $1.97 Mil, reflecting a 23.17% gain to date.

HOGE FINANCIAL SERVICES, LLC EFA ($88.36) Holding Chart

HOGE FINANCIAL SERVICES, LLC EFA ($88.36) 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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