Horst & Graben Wealth Management LLC EFV Holdings History
Horst & Graben Wealth Management LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Horst & Graben Wealth Management LLC held 313,023.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $18.45 Mil. This investment constitutes 3.31% of their stock portfolio, and Horst & Graben Wealth Management LLC now holds 0.09% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2021Q1. And since then Horst & Graben Wealth Management LLC has made 11 purchases of EFV, at an average price of $51.05, for a total of 717,363.00 shares. In addition, there have been 6 sales at an average price of $51.16 for 404,340.00 shares. Based on historical transaction data and EFV's current price of $63.10, Horst & Graben Wealth Management LLC's estimated gain on his EFV holdings is $3.82 Mil, reflecting a 10.42% gain to date.
Horst & Graben Wealth Management LLC EFV ($63.10) Holding Chart
Horst & Graben 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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