Dynamic Wealth Strategies, LLC EFV Holdings History
Dynamic Wealth Strategies, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Dynamic Wealth Strategies, LLC held 47,256.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $2.79 Mil. This investment constitutes 2.32% of their stock portfolio, and Dynamic Wealth Strategies, LLC now holds 0.01% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2023Q4. And since then Dynamic Wealth Strategies, LLC has made 4 purchases of EFV, at an average price of $49.81, for a total of 53,385.00 shares. In addition, there have been 1 sales at an average price of $56.57 for 6,129.00 shares. Based on historical transaction data and EFV's current price of $63.17, Dynamic Wealth Strategies, LLC's estimated gain on his EFV holdings is $672,796.13, reflecting a 25.30% gain to date.
Dynamic Wealth Strategies, LLC EFV ($63.17) Holding Chart
Dynamic Wealth Strategies, LLC EFV ($63.17) 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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