Number of Shares
110,140.00
Current Holdings Value*
$6.99 Mil
% of Portfolio
3.12%
Total Estimate Gain
$739,308.48
% of Total Estimate Gain
11.68%

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 $64.17, McNaughton Wealth Management, LLC's estimated gain on his EFV holdings is $739,308.48, reflecting a 11.68% gain to date.

McNaughton Wealth Management, LLC EFV ($64.17) Holding Chart

McNaughton Wealth Management, LLC EFV ($64.17) 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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