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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