Capital Advantage, Inc. EFV Holdings History
Capital Advantage, Inc.'s iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Capital Advantage, Inc. held 113,653.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $5.96 Mil. This investment constitutes 1.09% of their stock portfolio, and Capital Advantage, Inc. now holds 0.03% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2024Q4. And since then Capital Advantage, Inc. has made 1 purchases of EFV, at an average price of $54.73, for a total of 113,653.00 shares. Based on historical transaction data and EFV's current price of $63.95, Capital Advantage, Inc.'s estimated gain on his EFV holdings is $1.05 Mil, reflecting a 16.85% gain to date.
Capital Advantage, Inc. EFV ($63.95) Holding Chart
Capital Advantage, Inc. 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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