Investment Advisory Group, LLC EFV Holdings History
Investment Advisory Group, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Investment Advisory Group, LLC held 5,378.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $316,980.00. This investment constitutes 0.11% of their stock portfolio, and Investment Advisory Group, LLC now holds 0% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2021Q4. And since then Investment Advisory Group, LLC has made 1 purchases of EFV, at an average price of $52.89, for a total of 12,480.00 shares. In addition, there have been 1 sales at an average price of $46.61 for 7,102.00 shares. Based on historical transaction data and EFV's current price of $65.36, Investment Advisory Group, LLC's estimated gain on his EFV holdings is $22,415.62, reflecting a 3.40% gain to date.
Investment Advisory Group, LLC EFV ($65.36) Holding Chart
Investment Advisory Group, 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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