Number of Shares
56,632.00
Current Holdings Value*
$3.34 Mil
% of Portfolio
1.29%
Total Estimate Gain
$1.20 Mil
% of Total Estimate Gain
21.24%

My Legacy Advisors, LLC's iShares MSCI EAFE Value ETF Holding Summary

As of 2025-03-31, My Legacy Advisors, LLC held 56,632.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $3.34 Mil. This investment constitutes 1.29% of their stock portfolio, and My Legacy Advisors, LLC now holds 0.02% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.

The initial trade took place in 2022Q1. And since then My Legacy Advisors, LLC has made 8 purchases of EFV, at an average price of $48.04, for a total of 117,226.00 shares. In addition, there have been 4 sales at an average price of $53.25 for 60,594.00 shares. Based on historical transaction data and EFV's current price of $63.61, My Legacy Advisors, LLC's estimated gain on his EFV holdings is $1.20 Mil, reflecting a 21.24% gain to date.

My Legacy Advisors, LLC EFV ($63.61) Holding Chart

My Legacy Advisors, LLC EFV ($63.61) 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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