BlackDiamond Wealth Management, LLC EFV Holdings History
BlackDiamond Wealth Management, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, BlackDiamond Wealth Management, LLC held 65,475.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $4.04 Mil. This investment constitutes 2.73% of their stock portfolio, and BlackDiamond Wealth Management, LLC now holds 0.02% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2021Q4. And since then BlackDiamond Wealth Management, LLC has made 6 purchases of EFV, at an average price of $50.21, for a total of 138,476.00 shares. In addition, there have been 7 sales at an average price of $46.95 for 73,001.00 shares. Based on historical transaction data and EFV's current price of $65.36, BlackDiamond Wealth Management, LLC's estimated gain on his EFV holdings is $753,157.97, reflecting a 10.83% gain to date.
BlackDiamond Wealth Management, LLC EFV ($65.36) Holding Chart
BlackDiamond 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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