CLIENT 1ST ADVISORY GROUP, LLC EFV Holdings History
CLIENT 1ST ADVISORY GROUP, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, CLIENT 1ST ADVISORY GROUP, LLC held 114,058.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $6.72 Mil. This investment constitutes 2.62% of their stock portfolio, and CLIENT 1ST ADVISORY GROUP, LLC now holds 0.03% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2021Q1. And since then CLIENT 1ST ADVISORY GROUP, LLC has made 9 purchases of EFV, at an average price of $51.76, for a total of 235,199.00 shares. In addition, there have been 8 sales at an average price of $48.93 for 121,141.00 shares. Based on historical transaction data and EFV's current price of $63.95, CLIENT 1ST ADVISORY GROUP, LLC's estimated gain on his EFV holdings is $1.05 Mil, reflecting a 8.60% gain to date.
CLIENT 1ST ADVISORY GROUP, LLC EFV ($63.95) Holding Chart
CLIENT 1ST ADVISORY GROUP, LLC EFV ($63.95) 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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