Barnes Wealth Management Group, Inc EFV Holdings History
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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