Number of Shares
5,878.00
Current Holdings Value*
$373,140.00
% of Portfolio
0.21%
Total Estimate Gain
$29,404.56
% of Total Estimate Gain
5.14%

Foundry Financial Group, Inc.'s iShares MSCI EAFE Value ETF Holding Summary

As of 2025-06-30, Foundry Financial Group, Inc. held 5,878.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $373,140.00. This investment constitutes 0.21% of their stock portfolio, and Foundry Financial Group, Inc. now holds 0% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.

The initial trade took place in 2023Q4. And since then Foundry Financial Group, Inc. has made 1 purchases of EFV, at an average price of $56.22, for a total of 10,178.00 shares. In addition, there have been 1 sales at an average price of $52.20 for 4,300.00 shares. Based on historical transaction data and EFV's current price of $64.17, Foundry Financial Group, Inc.'s estimated gain on his EFV holdings is $29,404.56, reflecting a 5.14% gain to date.

Foundry Financial Group, Inc. EFV ($64.17) Holding Chart

Foundry Financial Group, Inc. EFV ($64.17) 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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