Gilliland Jeter Wealth Management LLC EFV Holdings History
Gilliland Jeter Wealth Management LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Gilliland Jeter Wealth Management LLC held - shares of iShares MSCI EAFE Value ETF(EFV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Gilliland Jeter Wealth Management LLC now holds 0% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2024Q1. And since then Gilliland Jeter Wealth Management LLC has made 2 purchases of EFV, at an average price of $54.24, for a total of 9,216.00 shares. In addition, there have been 3 sales at an average price of $56.42 for 9,216.00 shares. Based on historical transaction data and EFV's current price of $63.10, Gilliland Jeter Wealth Management LLC's estimated gain on his EFV holdings is $20,161.81, reflecting a 4.03% gain to date.
Gilliland Jeter Wealth Management LLC EFV ($63.10) Holding Chart
Gilliland Jeter Wealth Management 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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