Bruce G. Allen Investments, LLC EFV Holdings History
Bruce G. Allen Investments, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-06-30, Bruce G. Allen Investments, LLC held 335,131.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $21.27 Mil. This investment constitutes 16.13% of their stock portfolio, and Bruce G. Allen Investments, LLC now holds 0.08% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2023Q4. And since then Bruce G. Allen Investments, LLC has made 5 purchases of EFV, at an average price of $50.19, for a total of 335,868.00 shares. In addition, there have been 1 sales at an average price of $52.20 for 737.00 shares. Based on historical transaction data and EFV's current price of $65.36, Bruce G. Allen Investments, LLC's estimated gain on his EFV holdings is $5.09 Mil, reflecting a 30.17% gain to date.
Bruce G. Allen Investments, LLC EFV ($65.36) Holding Chart
Bruce G. Allen Investments, 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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