EHRLICH FINANCIAL GROUP EFV Holdings History
EHRLICH FINANCIAL GROUP's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-06-30, EHRLICH FINANCIAL GROUP held 66,226.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $4.20 Mil. This investment constitutes 2.72% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds 0.02% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2023Q4. And since then EHRLICH FINANCIAL GROUP has made 3 purchases of EFV, at an average price of $54.16, for a total of 113,871.00 shares. In addition, there have been 3 sales at an average price of $56.23 for 47,645.00 shares. Based on historical transaction data and EFV's current price of $63.11, EHRLICH FINANCIAL GROUP's estimated gain on his EFV holdings is $691,668.06, reflecting a 11.22% gain to date.
EHRLICH FINANCIAL GROUP EFV ($63.11) Holding Chart
EHRLICH FINANCIAL GROUP EFV ($63.11) 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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