Lantz Financial LLC EFV Holdings History
Lantz Financial LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-06-30, Lantz Financial LLC held 98,840.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $6.27 Mil. This investment constitutes 1.56% of their stock portfolio, and Lantz Financial LLC now holds 0.02% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2021Q1. And since then Lantz Financial LLC has made 11 purchases of EFV, at an average price of $53.38, for a total of 159,669.00 shares. In addition, there have been 7 sales at an average price of $51.15 for 60,829.00 shares. Based on historical transaction data and EFV's current price of $63.60, Lantz Financial LLC's estimated gain on his EFV holdings is $874,053.33, reflecting a 10.25% gain to date.
Lantz Financial LLC EFV ($63.60) Holding Chart
Lantz Financial LLC EFV ($63.60) 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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