COREPATH WEALTH PARTNERS LLC EFV Holdings History
COREPATH WEALTH PARTNERS LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, COREPATH WEALTH PARTNERS LLC held 84,810.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $5.06 Mil. This investment constitutes 4.82% of their stock portfolio, and COREPATH WEALTH PARTNERS LLC now holds 0.02% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2020Q4. And since then COREPATH WEALTH PARTNERS LLC has made 14 purchases of EFV, at an average price of $46.25, for a total of 216,528.00 shares. In addition, there have been 3 sales at an average price of $52.26 for 131,718.00 shares. Based on historical transaction data and EFV's current price of $63.18, COREPATH WEALTH PARTNERS LLC's estimated gain on his EFV holdings is $2.23 Mil, reflecting a 22.23% gain to date.
COREPATH WEALTH PARTNERS LLC EFV ($63.18) Holding Chart
COREPATH WEALTH PARTNERS LLC EFV ($63.18) 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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