CWM, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, CWM, LLC held 4.62 Mil shares of iShares MSCI EAFE Value ETF(EFV), totaling $272.34 Mil. This investment constitutes 1.09% of their stock portfolio, and CWM, LLC now holds 1.34% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2018Q2. And since then CWM, LLC has made 8 purchases of EFV, at an average price of $48.61, for a total of 13.03 Mil shares. In addition, there have been 10 sales at an average price of $51.74 for 8.41 Mil shares. Based on historical transaction data and EFV's current price of $65.81, CWM, LLC's estimated gain on his EFV holdings is $105.81 Mil, reflecting a 16.70% gain to date.
CWM, LLC EFV ($65.81) Holding Chart
CWM, LLC EFV ($65.81) 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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