Keystone Financial Services EFG Holdings History
Keystone Financial Services's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Keystone Financial Services held 78,827.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $7.88 Mil. This investment constitutes 3% of their stock portfolio, and Keystone Financial Services now holds 0.07% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2021Q4. And since then Keystone Financial Services has made 6 purchases of EFG, at an average price of $99.59, for a total of 289,651.00 shares. In addition, there have been 7 sales at an average price of $95.58 for 210,824.00 shares. Based on historical transaction data and EFG's current price of $113.14, Keystone Financial Services's estimated gain on his EFG holdings is $221,224.95, reflecting a 0.77% gain to date.
Keystone Financial Services EFG ($113.14) Holding Chart
Keystone Financial Services EFG ($113.14) 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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