Capital A Wealth Management, LLC EFV Holdings History
Capital A Wealth Management, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Capital A Wealth Management, LLC held 157,495.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $9.28 Mil. This investment constitutes 9.73% of their stock portfolio, and Capital A Wealth Management, LLC now holds 0.05% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2024Q4. And since then Capital A Wealth Management, LLC has made 1 purchases of EFV, at an average price of $56.52, for a total of 157,495.00 shares. Based on historical transaction data and EFV's current price of $65.82, Capital A Wealth Management, LLC's estimated gain on his EFV holdings is $1.46 Mil, reflecting a 16.45% gain to date.
Capital A Wealth Management, LLC EFV ($65.82) Holding Chart
Capital A Wealth Management, LLC EFV ($65.82) 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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