Number of Shares
100,456.00
Current Holdings Value*
$10.05 Mil
% of Portfolio
2.61%
Total Estimate Gain
$1.81 Mil
% of Total Estimate Gain
12.07%

Stonebrook Private Inc.'s iShares MSCI EAFE Growth ETF Holding Summary

As of 2025-03-31, Stonebrook Private Inc. held 100,456.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $10.05 Mil. This investment constitutes 2.61% of their stock portfolio, and Stonebrook Private Inc. now holds 0.08% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.

The initial trade took place in 2023Q4. And since then Stonebrook Private Inc. has made 4 purchases of EFG, at an average price of $95.90, for a total of 156,433.00 shares. In addition, there have been 1 sales at an average price of $101.94 for 55,977.00 shares. Based on historical transaction data and EFG's current price of $110.57, Stonebrook Private Inc.'s estimated gain on his EFG holdings is $1.81 Mil, reflecting a 12.07% gain to date.

Stonebrook Private Inc. EFG ($110.57) Holding Chart

Stonebrook Private Inc. EFG ($110.57) 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