Number of Shares
36,911.00
Current Holdings Value*
$3.02 Mil
% of Portfolio
0.38%
Total Estimate Gain
$371,844.34
% of Total Estimate Gain
7.20%

JAMES INVESTMENT RESEARCH, INC.'s iShares MSCI EAFE ETF Holding Summary

As of 2025-03-31, JAMES INVESTMENT RESEARCH, INC. held 36,911.00 shares of iShares MSCI EAFE ETF(EFA), totaling $3.02 Mil. This investment constitutes 0.38% of their stock portfolio, and JAMES INVESTMENT RESEARCH, INC. now holds 0.01% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2018Q2. And since then JAMES INVESTMENT RESEARCH, INC. has made 10 purchases of EFA, at an average price of $74.77, for a total of 69,069.00 shares. In addition, there have been 6 sales at an average price of $70.06 for 32,158.00 shares. Based on historical transaction data and EFA's current price of $88.95, JAMES INVESTMENT RESEARCH, INC.'s estimated gain on his EFA holdings is $371,844.34, reflecting a 7.20% gain to date.

JAMES INVESTMENT RESEARCH, INC. EFA ($88.95) Holding Chart

JAMES INVESTMENT RESEARCH, INC. EFA ($88.95) 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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