5T Wealth, LLC EFV Holdings History
Number of Shares
79,067.00
Current Holdings Value*
$4.66 Mil
% of Portfolio
2.5%
Total Estimate Gain
$685,044.71
% of Total Estimate Gain
13.65%
5T Wealth, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, 5T Wealth, LLC held 79,067.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $4.66 Mil. This investment constitutes 2.5% of their stock portfolio, and 5T Wealth, LLC now holds 0.02% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $56.57 for 12,638.00 shares. Based on historical transaction data and EFV's current price of $63.10, 5T Wealth, LLC's estimated gain on his EFV holdings is $685,044.71, reflecting a 13.65% gain to date.
5T Wealth, LLC EFV ($63.10) Holding Chart
5T Wealth, LLC EFV ($63.10) 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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