Kelly Financial Services LLC EFV Holdings History
Kelly Financial Services LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Kelly Financial Services LLC held 235,192.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $13.86 Mil. This investment constitutes 4.82% of their stock portfolio, and Kelly Financial Services LLC now holds 0.07% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2021Q1. And since then Kelly Financial Services LLC has made 9 purchases of EFV, at an average price of $52.39, for a total of 1.26 Mil shares. In addition, there have been 8 sales at an average price of $51.56 for 1.02 Mil shares. Based on historical transaction data and EFV's current price of $62.93, Kelly Financial Services LLC's estimated gain on his EFV holdings is $1.63 Mil, reflecting a 2.47% gain to date.
Kelly Financial Services LLC EFV ($62.93) Holding Chart
Kelly Financial Services LLC EFV ($62.93) 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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