Merit Financial Group, LLC EFV Holdings History
Merit Financial Group, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Merit Financial Group, LLC held 1.06 Mil shares of iShares MSCI EAFE Value ETF(EFV), totaling $62.71 Mil. This investment constitutes 0.94% of their stock portfolio, and Merit Financial Group, LLC now holds 0.31% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2022Q1. And since then Merit Financial Group, LLC has made 6 purchases of EFV, at an average price of $52.94, for a total of 1.59 Mil shares. In addition, there have been 7 sales at an average price of $46.62 for 528,179.00 shares. Based on historical transaction data and EFV's current price of $62.83, Merit Financial Group, LLC's estimated gain on his EFV holdings is $7.18 Mil, reflecting a 8.51% gain to date.
Merit Financial Group, LLC EFV ($62.83) Holding Chart
Merit Financial Group, LLC EFV ($62.83) 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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