Number of Shares
184,054.00
Current Holdings Value*
$10.85 Mil
% of Portfolio
2.15%
Total Estimate Gain
$2.59 Mil
% of Total Estimate Gain
8.36%

Security Financial Services, INC.'s iShares MSCI EAFE Value ETF Holding Summary

As of 2025-03-31, Security Financial Services, INC. held 184,054.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $10.85 Mil. This investment constitutes 2.15% of their stock portfolio, and Security Financial Services, INC. now holds 0.05% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.

The initial trade took place in 2021Q4. And since then Security Financial Services, INC. has made 5 purchases of EFV, at an average price of $51.03, for a total of 608,379.00 shares. In addition, there have been 8 sales at an average price of $51.77 for 424,325.00 shares. Based on historical transaction data and EFV's current price of $63.42, Security Financial Services, INC.'s estimated gain on his EFV holdings is $2.59 Mil, reflecting a 8.36% gain to date.

Security Financial Services, INC. EFV ($63.42) Holding Chart

Security Financial Services, INC. EFV ($63.42) 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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