Long Run Wealth Advisors, LLC EFV Holdings History
Long Run Wealth Advisors, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Long Run Wealth Advisors, LLC held 237,237.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $13.98 Mil. This investment constitutes 3.17% of their stock portfolio, and Long Run Wealth Advisors, LLC now holds 0.07% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2021Q4. And since then Long Run Wealth Advisors, LLC has made 9 purchases of EFV, at an average price of $49.92, for a total of 266,387.00 shares. In addition, there have been 5 sales at an average price of $50.95 for 29,150.00 shares. Based on historical transaction data and EFV's current price of $62.79, Long Run Wealth Advisors, LLC's estimated gain on his EFV holdings is $3.08 Mil, reflecting a 23.18% gain to date.
Long Run Wealth Advisors, LLC EFV ($62.79) Holding Chart
Long Run Wealth Advisors, LLC EFV ($62.79) 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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