Sharkey, Howes & Javer EFV Holdings History
Sharkey, Howes & Javer's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-06-30, Sharkey, Howes & Javer held 531,316.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $33.73 Mil. This investment constitutes 4.52% of their stock portfolio, and Sharkey, Howes & Javer now holds 0.13% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2021Q1. And since then Sharkey, Howes & Javer has made 11 purchases of EFV, at an average price of $52.62, for a total of 1.12 Mil shares. In addition, there have been 7 sales at an average price of $51.16 for 587,155.00 shares. Based on historical transaction data and EFV's current price of $65.36, Sharkey, Howes & Javer's estimated gain on his EFV holdings is $5.92 Mil, reflecting a 10.05% gain to date.
Sharkey, Howes & Javer EFV ($65.36) Holding Chart
Sharkey, Howes & Javer EFV ($65.36) 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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