Number of Shares
47,013.00
Current Holdings Value*
$2.77 Mil
% of Portfolio
1.78%
Total Estimate Gain
$443,155.35
% of Total Estimate Gain
13.01%

Barnes Wealth Management Group, Inc's iShares MSCI EAFE Value ETF Holding Summary

As of 2025-03-31, Barnes Wealth Management Group, Inc held 47,013.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $2.77 Mil. This investment constitutes 1.78% of their stock portfolio, and Barnes Wealth Management Group, Inc now holds 0.01% 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 15,234.00 shares. Based on historical transaction data and EFV's current price of $63.56, Barnes Wealth Management Group, Inc's estimated gain on his EFV holdings is $443,155.35, reflecting a 13.01% gain to date.

Barnes Wealth Management Group, Inc EFV ($63.56) Holding Chart

Barnes Wealth Management Group, Inc EFV ($63.56) 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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