Certus Wealth Management, LLC EFV Holdings History
Certus Wealth Management, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Certus Wealth Management, LLC held 120,481.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $7.44 Mil. This investment constitutes 5.05% of their stock portfolio, and Certus Wealth Management, LLC now holds 0.03% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2023Q2. And since then Certus Wealth Management, LLC has made 5 purchases of EFV, at an average price of $51.19, for a total of 196,200.00 shares. In addition, there have been 2 sales at an average price of $55.14 for 75,719.00 shares. Based on historical transaction data and EFV's current price of $63.64, Certus Wealth Management, LLC's estimated gain on his EFV holdings is $1.80 Mil, reflecting a 17.92% gain to date.
Certus Wealth Management, LLC EFV ($63.64) Holding Chart
Certus Wealth Management, LLC EFV ($63.64) 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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