Affinity Capital Advisors, LLC EFV Holdings History
Affinity Capital Advisors, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-06-30, Affinity Capital Advisors, LLC held 361,243.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $22.93 Mil. This investment constitutes 3.94% of their stock portfolio, and Affinity Capital Advisors, LLC now holds 0.09% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2023Q1. And since then Affinity Capital Advisors, LLC has made 8 purchases of EFV, at an average price of $50.45, for a total of 393,159.00 shares. In addition, there have been 2 sales at an average price of $55.06 for 31,916.00 shares. Based on historical transaction data and EFV's current price of $63.10, Affinity Capital Advisors, LLC's estimated gain on his EFV holdings is $4.72 Mil, reflecting a 23.78% gain to date.
Affinity Capital Advisors, LLC EFV ($63.10) Holding Chart
Affinity Capital Advisors, 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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