MA Private Wealth EFV Holdings History
MA Private Wealth's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, MA Private Wealth held 388,776.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $22.91 Mil. This investment constitutes 4.31% of their stock portfolio, and MA Private Wealth now holds 0.11% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2018Q4. And since then MA Private Wealth has made 11 purchases of EFV, at an average price of $49.80, for a total of 542,707.00 shares. In addition, there have been 10 sales at an average price of $53.08 for 153,931.00 shares. Based on historical transaction data and EFV's current price of $63.63, MA Private Wealth's estimated gain on his EFV holdings is $5.88 Mil, reflecting a 21.77% gain to date.
MA Private Wealth EFV ($63.63) Holding Chart
MA Private Wealth EFV ($63.63) 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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