McNaughton Wealth Management, LLC EFV Holdings History
McNaughton Wealth Management, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-06-30, McNaughton Wealth Management, LLC held 110,140.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $6.99 Mil. This investment constitutes 3.12% of their stock portfolio, and McNaughton Wealth Management, LLC now holds 0.03% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2025Q1. And since then McNaughton Wealth Management, LLC has made 2 purchases of EFV, at an average price of $57.46, for a total of 110,140.00 shares. Based on historical transaction data and EFV's current price of $65.87, McNaughton Wealth Management, LLC's estimated gain on his EFV holdings is $926,546.48, reflecting a 14.64% gain to date.
McNaughton Wealth Management, LLC EFV ($65.87) Holding Chart
McNaughton Wealth Management, LLC EFV ($65.87) 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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