Key Financial Inc EFG Holdings History
Key Financial Inc's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Key Financial Inc held 83,372.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $8.34 Mil. This investment constitutes 1.81% of their stock portfolio, and Key Financial Inc now holds 0.07% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2019Q4. And since then Key Financial Inc has made 7 purchases of EFG, at an average price of $84.41, for a total of 121,008.00 shares. In addition, there have been 13 sales at an average price of $91.48 for 37,636.00 shares. Based on historical transaction data and EFG's current price of $111.44, Key Financial Inc's estimated gain on his EFG holdings is $2.52 Mil, reflecting a 24.66% gain to date.
Key Financial Inc EFG ($111.44) Holding Chart
Key Financial Inc EFG ($111.44) 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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