Number of Shares
6,420.00
Current Holdings Value*
$524,710.00
% of Portfolio
0.3%
Total Estimate Gain
$77,509.23
% of Total Estimate Gain
12.04%

Horizon Advisory Services, Inc.'s iShares MSCI EAFE ETF Holding Summary

As of 2025-03-31, Horizon Advisory Services, Inc. held 6,420.00 shares of iShares MSCI EAFE ETF(EFA), totaling $524,710.00. This investment constitutes 0.3% of their stock portfolio, and Horizon Advisory Services, Inc. now holds 0% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2024Q1. And since then Horizon Advisory Services, Inc. has made 2 purchases of EFA, at an average price of $76.95, for a total of 8,363.00 shares. In addition, there have been 2 sales at an average price of $79.15 for 1,943.00 shares. Based on historical transaction data and EFA's current price of $88.36, Horizon Advisory Services, Inc.'s estimated gain on his EFA holdings is $77,509.23, reflecting a 12.04% gain to date.

Horizon Advisory Services, Inc. EFA ($88.36) Holding Chart

Horizon Advisory Services, Inc. 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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