MCMORGAN & CO LLC EFV Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$881,899.60
% of Total Estimate Gain
1.43%

MCMORGAN & CO LLC's iShares MSCI EAFE Value ETF Holding Summary

As of 2025-03-31, MCMORGAN & CO LLC held - shares of iShares MSCI EAFE Value ETF(EFV), totaling N/A. This investment constitutes 0% of their stock portfolio, and MCMORGAN & CO LLC now holds 0% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.

The initial trade took place in 2021Q2. And since then MCMORGAN & CO LLC has made 7 purchases of EFV, at an average price of $51.40, for a total of 1.20 Mil shares. In addition, there have been 8 sales at an average price of $52.13 for 1.20 Mil shares. Based on historical transaction data and EFV's current price of $63.12, MCMORGAN & CO LLC's estimated gain on his EFV holdings is $881,899.60, reflecting a 1.43% gain to date.

MCMORGAN & CO LLC EFV ($63.12) Holding Chart

MCMORGAN & CO 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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