Kelly Financial Services LLC EFV Holdings History
Kelly Financial Services LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-06-30, Kelly Financial Services LLC held 333,974.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $21.20 Mil. This investment constitutes 6.25% of their stock portfolio, and Kelly Financial Services LLC now holds 0.08% 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 10 purchases of EFV, at an average price of $53.03, for a total of 1.36 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 $63.10, Kelly Financial Services LLC's estimated gain on his EFV holdings is $1.86 Mil, reflecting a 2.59% gain to date.
Kelly Financial Services LLC EFV ($63.10) Holding Chart
Kelly Financial Services 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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