Fountainhead AM, LLC EFV Holdings History
Fountainhead AM, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Fountainhead AM, LLC held 329,671.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $19.43 Mil. This investment constitutes 3.16% of their stock portfolio, and Fountainhead AM, LLC now holds 0.1% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2020Q4. And since then Fountainhead AM, LLC has made 15 purchases of EFV, at an average price of $50.04, for a total of 444,282.00 shares. In addition, there have been 1 sales at an average price of $54.36 for 114,611.00 shares. Based on historical transaction data and EFV's current price of $65.36, Fountainhead AM, LLC's estimated gain on his EFV holdings is $5.55 Mil, reflecting a 24.95% gain to date.
Fountainhead AM, LLC EFV ($65.36) Holding Chart
Fountainhead AM, LLC EFV ($65.36) 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
