Lineweaver Wealth Advisors, LLC EFV Holdings History
Lineweaver Wealth Advisors, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Lineweaver Wealth Advisors, LLC held 282,045.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $16.62 Mil. This investment constitutes 2.83% of their stock portfolio, and Lineweaver Wealth Advisors, 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 Lineweaver Wealth Advisors, LLC has made 13 purchases of EFV, at an average price of $51.20, for a total of 404,929.00 shares. In addition, there have been 4 sales at an average price of $49.26 for 122,884.00 shares. Based on historical transaction data and EFV's current price of $63.12, Lineweaver Wealth Advisors, LLC's estimated gain on his EFV holdings is $3.12 Mil, reflecting a 15.06% gain to date.
Lineweaver Wealth Advisors, LLC EFV ($63.12) Holding Chart
Lineweaver Wealth Advisors, LLC EFV ($63.12) 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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