Icon Wealth Advisors, LLC EFV Holdings History
Icon Wealth Advisors, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Icon Wealth Advisors, LLC held 509,534.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $30.03 Mil. This investment constitutes 2.47% of their stock portfolio, and Icon Wealth Advisors, LLC now holds 0.15% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2022Q3. And since then Icon Wealth Advisors, LLC has made 4 purchases of EFV, at an average price of $47.67, for a total of 871,071.00 shares. In addition, there have been 3 sales at an average price of $54.16 for 361,537.00 shares. Based on historical transaction data and EFV's current price of $65.36, Icon Wealth Advisors, LLC's estimated gain on his EFV holdings is $11.36 Mil, reflecting a 27.36% gain to date.
Icon Wealth Advisors, LLC EFV ($65.36) Holding Chart
Icon Wealth Advisors, 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 % |
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