Number of Shares
78,827.00
Current Holdings Value*
$7.88 Mil
% of Portfolio
3%
Total Estimate Gain
$154,222.00
% of Total Estimate Gain
0.53%

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 $112.29, Keystone Financial Services's estimated gain on his EFG holdings is $154,222.00, reflecting a 0.53% gain to date.

Keystone Financial Services EFG ($112.29) Holding Chart

Keystone Financial Services EFG ($112.29) 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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