Clifford Group, LLC EFV Holdings History
Clifford Group, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Clifford Group, LLC held 86,927.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $5.12 Mil. This investment constitutes 4.79% of their stock portfolio, and Clifford Group, LLC now holds 0.03% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2022Q4. And since then Clifford Group, LLC has made 7 purchases of EFV, at an average price of $46.35, for a total of 129,550.00 shares. In addition, there have been 2 sales at an average price of $54.11 for 42,623.00 shares. Based on historical transaction data and EFV's current price of $63.62, Clifford Group, LLC's estimated gain on his EFV holdings is $1.83 Mil, reflecting a 30.50% gain to date.
Clifford Group, LLC EFV ($63.62) Holding Chart
Clifford Group, LLC EFV ($63.62) 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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