Sharkey, Howes & Javer EFG Holdings History
Sharkey, Howes & Javer's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-06-30, Sharkey, Howes & Javer held 146,947.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $16.46 Mil. This investment constitutes 2.21% of their stock portfolio, and Sharkey, Howes & Javer now holds 0.12% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q2. And since then Sharkey, Howes & Javer has made 13 purchases of EFG, at an average price of $92.78, for a total of 463,886.00 shares. In addition, there have been 8 sales at an average price of $95.17 for 316,939.00 shares. Based on historical transaction data and EFG's current price of $113.14, Sharkey, Howes & Javer's estimated gain on his EFG holdings is $3.75 Mil, reflecting a 8.71% gain to date.
Sharkey, Howes & Javer EFG ($113.14) Holding Chart
Sharkey, Howes & Javer EFG ($113.14) 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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