Epstein & White Financial LLC EFV Holdings History
Epstein & White Financial LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2021-06-30, Epstein & White Financial LLC held 283,111.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $14.65 Mil. This investment constitutes 3.86% of their stock portfolio, and Epstein & White Financial LLC now holds 0.09% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2020Q4. And since then Epstein & White Financial LLC has made 3 purchases of EFV, at an average price of $45.54, for a total of 283,111.00 shares. Based on historical transaction data and EFV's current price of $63.01, Epstein & White Financial LLC's estimated gain on his EFV holdings is $4.94 Mil, reflecting a 38.35% gain to date.
Epstein & White Financial LLC EFV ($63.01) Holding Chart
Epstein & White Financial LLC EFV ($63.01) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
