Foundation Wealth Management, LLC EFV Holdings History
Foundation Wealth Management, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Foundation Wealth Management, LLC held 62,121.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $3.66 Mil. This investment constitutes 2.87% of their stock portfolio, and Foundation Wealth Management, LLC now holds 0.02% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2022Q4. And since then Foundation Wealth Management, LLC has made 3 purchases of EFV, at an average price of $43.53, for a total of 70,368.00 shares. In addition, there have been 6 sales at an average price of $53.81 for 8,247.00 shares. Based on historical transaction data and EFV's current price of $63.64, Foundation Wealth Management, LLC's estimated gain on his EFV holdings is $1.33 Mil, reflecting a 43.57% gain to date.
Foundation Wealth Management, LLC EFV ($63.64) Holding Chart
Foundation Wealth Management, LLC EFV ($63.64) 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
