Able Wealth Management LLC EFV Holdings History
Able Wealth Management LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Able Wealth Management LLC held 32,464.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $1.91 Mil. This investment constitutes 1.13% of their stock portfolio, and Able Wealth Management LLC now holds 0.01% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2023Q4. And since then Able Wealth Management LLC has made 3 purchases of EFV, at an average price of $55.28, for a total of 35,703.00 shares. In addition, there have been 1 sales at an average price of $52.20 for 3,239.00 shares. Based on historical transaction data and EFV's current price of $65.36, Able Wealth Management LLC's estimated gain on his EFV holdings is $317,347.33, reflecting a 16.08% gain to date.
Able Wealth Management LLC EFV ($65.36) Holding Chart
Able Wealth Management LLC EFV ($65.36) 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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