Hobbs Wealth Management, LLC EFV Holdings History
Number of Shares
96,789.00
Current Holdings Value*
$5.70 Mil
% of Portfolio
6.33%
Total Estimate Gain
$888,712.63
% of Total Estimate Gain
14.08%
Hobbs Wealth Management, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Hobbs Wealth Management, LLC held 96,789.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $5.70 Mil. This investment constitutes 6.33% of their stock portfolio, and Hobbs Wealth Management, LLC now holds 0.03% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $56.57 for 18,514.00 shares. Based on historical transaction data and EFV's current price of $63.56, Hobbs Wealth Management, LLC's estimated gain on his EFV holdings is $888,712.63, reflecting a 14.08% gain to date.
Hobbs Wealth Management, LLC EFV ($63.56) Holding Chart
Hobbs Wealth Management, LLC EFV ($63.56) 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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