Keystone Financial Services EFV Holdings History
Keystone Financial Services's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Keystone Financial Services held 204,216.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $12.04 Mil. This investment constitutes 4.59% of their stock portfolio, and Keystone Financial Services now holds 0.06% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2021Q4. And since then Keystone Financial Services has made 4 purchases of EFV, at an average price of $50.83, for a total of 583,451.00 shares. In addition, there have been 9 sales at an average price of $51.48 for 379,235.00 shares. Based on historical transaction data and EFV's current price of $65.87, Keystone Financial Services's estimated gain on his EFV holdings is $3.32 Mil, reflecting a 11.19% gain to date.
Keystone Financial Services EFV ($65.87) Holding Chart
Keystone Financial Services EFV ($65.87) 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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