ELEVATE WEALTH ADVISORY, INC EFV Holdings History
ELEVATE WEALTH ADVISORY, INC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, ELEVATE WEALTH ADVISORY, INC held 82,579.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $4.87 Mil. This investment constitutes 3.45% of their stock portfolio, and ELEVATE WEALTH ADVISORY, INC now holds 0.02% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2023Q4. And since then ELEVATE WEALTH ADVISORY, INC has made 1 purchases of EFV, at an average price of $49.55, for a total of 84,927.00 shares. In addition, there have been 4 sales at an average price of $54.86 for 2,348.00 shares. Based on historical transaction data and EFV's current price of $63.10, ELEVATE WEALTH ADVISORY, INC's estimated gain on his EFV holdings is $1.13 Mil, reflecting a 26.89% gain to date.
ELEVATE WEALTH ADVISORY, INC EFV ($63.10) Holding Chart
ELEVATE WEALTH ADVISORY, INC EFV ($63.10) 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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