Legacy Wealth Asset Management, LLC EFV Holdings History
Legacy Wealth Asset Management, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Legacy Wealth Asset Management, LLC held 4,593.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $270,710.00. This investment constitutes 0.07% of their stock portfolio, and Legacy Wealth Asset Management, LLC now holds 0% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2021Q4. And since then Legacy Wealth Asset Management, LLC has made 4 purchases of EFV, at an average price of $52.23, for a total of 30,032.00 shares. In addition, there have been 3 sales at an average price of $54.75 for 25,439.00 shares. Based on historical transaction data and EFV's current price of $63.10, Legacy Wealth Asset Management, LLC's estimated gain on his EFV holdings is $114,126.38, reflecting a 7.28% gain to date.
Legacy Wealth Asset Management, LLC EFV ($63.10) Holding Chart
Legacy Wealth Asset Management, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
