Number of Shares
79,868.00
Current Holdings Value*
$6.38 Mil
% of Portfolio
2.28%
Total Estimate Gain
$1.79 Mil
% of Total Estimate Gain
22.54%

SUMMIT FINANCIAL GROUP, INC.'s iShares MSCI EAFE ETF Holding Summary

As of 2024-03-31, SUMMIT FINANCIAL GROUP, INC. held 79,868.00 shares of iShares MSCI EAFE ETF(EFA), totaling $6.38 Mil. This investment constitutes 2.28% of their stock portfolio, and SUMMIT FINANCIAL GROUP, INC. now holds -% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2019Q2. And since then SUMMIT FINANCIAL GROUP, INC. has made 8 purchases of EFA, at an average price of $65.09, for a total of 121,822.00 shares. In addition, there have been 12 sales at an average price of $62.26 for 41,954.00 shares. Based on historical transaction data and EFA's current price of $88.95, SUMMIT FINANCIAL GROUP, INC.'s estimated gain on his EFA holdings is $1.79 Mil, reflecting a 22.54% gain to date.

SUMMIT FINANCIAL GROUP, INC. EFA ($88.95) Holding Chart

SUMMIT FINANCIAL GROUP, INC. EFA ($88.95) 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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