Empirical Financial Services, LLC D.b.a. Empirical Wealth Management EFV Holdings History
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 1.71 Mil shares of iShares MSCI EAFE Value ETF(EFV), totaling $101.02 Mil. This investment constitutes 2.6% of their stock portfolio, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management now holds 0.5% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2018Q2. And since then Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has made 25 purchases of EFV, at an average price of $47.73, for a total of 1.74 Mil shares. In addition, there have been 3 sales at an average price of $50.95 for 26,528.00 shares. Based on historical transaction data and EFV's current price of $63.56, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's estimated gain on his EFV holdings is $27.21 Mil, reflecting a 32.75% gain to date.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management EFV ($63.56) Holding Chart
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management EFV ($63.56) 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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