Number of Shares
204,216.00
Current Holdings Value*
$12.04 Mil
% of Portfolio
4.59%
Total Estimate Gain
$3.32 Mil
% of Total Estimate Gain
11.19%

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 %

Top Ranked Articles

  • 1