Number of Shares
758,763.00
Current Holdings Value*
$67.83 Mil
% of Portfolio
11.58%
Total Estimate Gain
$1.76 Mil
% of Total Estimate Gain
1.22%

USA FINANCIAL FORMULAS's iShares MSCI EAFE ETF Holding Summary

As of 2025-06-30, USA FINANCIAL FORMULAS held 758,763.00 shares of iShares MSCI EAFE ETF(EFA), totaling $67.83 Mil. This investment constitutes 11.58% of their stock portfolio, and USA FINANCIAL FORMULAS now holds 0.11% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2018Q2. And since then USA FINANCIAL FORMULAS has made 10 purchases of EFA, at an average price of $82.50, for a total of 1.74 Mil shares. In addition, there have been 11 sales at an average price of $79.03 for 984,303.00 shares. Based on historical transaction data and EFA's current price of $89.32, USA FINANCIAL FORMULAS's estimated gain on his EFA holdings is $1.76 Mil, reflecting a 1.22% gain to date.

USA FINANCIAL FORMULAS EFA ($89.32) Holding Chart

USA FINANCIAL FORMULAS EFA ($89.32) 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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