DRIVE WEALTH MANAGEMENT, LLC EFV Holdings History
Number of Shares
89,076.00
Current Holdings Value*
$5.25 Mil
% of Portfolio
1.23%
Total Estimate Gain
$676,977.60
% of Total Estimate Gain
13.43%
DRIVE WEALTH MANAGEMENT, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, DRIVE WEALTH MANAGEMENT, LLC held 89,076.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $5.25 Mil. This investment constitutes 1.23% of their stock portfolio, and DRIVE WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2025Q1. And since then DRIVE WEALTH MANAGEMENT, LLC has made 1 purchases of EFV, at an average price of $56.57, for a total of 89,076.00 shares. Based on historical transaction data and EFV's current price of $64.17, DRIVE WEALTH MANAGEMENT, LLC's estimated gain on his EFV holdings is $676,977.60, reflecting a 13.43% gain to date.
DRIVE WEALTH MANAGEMENT, LLC EFV ($64.17) Holding Chart
DRIVE WEALTH MANAGEMENT, LLC EFV ($64.17) 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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