NewEdge Advisors, LLC EFV Holdings History

Number of Shares
1.65 Mil
Current Holdings Value*
$97.38 Mil
% of Portfolio
0.58%
Total Estimate Gain
$20.73 Mil
% of Total Estimate Gain
14.21%

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

As of 2025-03-31, NewEdge Advisors, LLC held 1.65 Mil shares of iShares MSCI EAFE Value ETF(EFV), totaling $97.38 Mil. This investment constitutes 0.58% of their stock portfolio, and NewEdge Advisors, LLC now holds 0.48% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.

The initial trade took place in 2021Q1. And since then NewEdge Advisors, LLC has made 10 purchases of EFV, at an average price of $52.12, for a total of 2.80 Mil shares. In addition, there have been 7 sales at an average price of $52.84 for 1.15 Mil shares. Based on historical transaction data and EFV's current price of $64.17, NewEdge Advisors, LLC's estimated gain on his EFV holdings is $20.73 Mil, reflecting a 14.21% gain to date.

NewEdge Advisors, LLC EFV ($64.17) Holding Chart

NewEdge Advisors, 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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