Number of Shares
96,789.00
Current Holdings Value*
$5.70 Mil
% of Portfolio
6.33%
Total Estimate Gain
$949,689.70
% of Total Estimate Gain
15.05%

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 $64.19, Hobbs Wealth Management, LLC's estimated gain on his EFV holdings is $949,689.70, reflecting a 15.05% gain to date.

Hobbs Wealth Management, LLC EFV ($64.19) Holding Chart

Hobbs Wealth Management, LLC EFV ($64.19) 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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