ASPIRIANT, LLC EFV Holdings History
ASPIRIANT, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, ASPIRIANT, LLC held 1.14 Mil shares of iShares MSCI EAFE Value ETF(EFV), totaling $66.93 Mil. This investment constitutes 2.32% of their stock portfolio, and ASPIRIANT, LLC now holds 0.33% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2018Q2. And since then ASPIRIANT, LLC has made 10 purchases of EFV, at an average price of $43.97, for a total of 2.50 Mil shares. In addition, there have been 18 sales at an average price of $46.24 for 1.36 Mil shares. Based on historical transaction data and EFV's current price of $64.17, ASPIRIANT, LLC's estimated gain on his EFV holdings is $26.03 Mil, reflecting a 23.68% gain to date.
ASPIRIANT, LLC EFV ($64.17) Holding Chart
ASPIRIANT, LLC EFV ($64.17) 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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