Forthright Family Wealth Advisory LLC EFV Holdings History
Forthright Family Wealth Advisory LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Forthright Family Wealth Advisory LLC held 162,416.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $9.57 Mil. This investment constitutes 6.32% of their stock portfolio, and Forthright Family Wealth Advisory LLC now holds 0.05% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2023Q4. And since then Forthright Family Wealth Advisory LLC has made 3 purchases of EFV, at an average price of $51.64, for a total of 235,219.00 shares. In addition, there have been 2 sales at an average price of $55.18 for 72,803.00 shares. Based on historical transaction data and EFV's current price of $63.10, Forthright Family Wealth Advisory LLC's estimated gain on his EFV holdings is $2.12 Mil, reflecting a 17.43% gain to date.
Forthright Family Wealth Advisory LLC EFV ($63.10) Holding Chart
Forthright Family Wealth Advisory LLC 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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