Number of Shares
237,035.00
Current Holdings Value*
$13.97 Mil
% of Portfolio
3.63%
Total Estimate Gain
$3.71 Mil
% of Total Estimate Gain
19.77%

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

As of 2025-03-31, Stonebrook Private Inc. held 237,035.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $13.97 Mil. This investment constitutes 3.63% of their stock portfolio, and Stonebrook Private Inc. now holds 0.07% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.

The initial trade took place in 2023Q4. And since then Stonebrook Private Inc. has made 3 purchases of EFV, at an average price of $51.02, for a total of 367,916.00 shares. In addition, there have been 2 sales at an average price of $55.76 for 130,881.00 shares. Based on historical transaction data and EFV's current price of $64.07, Stonebrook Private Inc.'s estimated gain on his EFV holdings is $3.71 Mil, reflecting a 19.77% gain to date.

Stonebrook Private Inc. EFV ($64.07) Holding Chart

Stonebrook Private Inc. EFV ($64.07) 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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