Octavia Wealth Advisors, LLC EFV Holdings History
Octavia Wealth Advisors, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-06-30, Octavia Wealth Advisors, LLC held 499,286.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $31.69 Mil. This investment constitutes 3.61% of their stock portfolio, and Octavia Wealth Advisors, LLC now holds 0.12% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2023Q3. And since then Octavia Wealth Advisors, LLC has made 6 purchases of EFV, at an average price of $53.45, for a total of 652,420.00 shares. In addition, there have been 2 sales at an average price of $56.34 for 153,134.00 shares. Based on historical transaction data and EFV's current price of $63.10, Octavia Wealth Advisors, LLC's estimated gain on his EFV holdings is $5.26 Mil, reflecting a 15.08% gain to date.
Octavia Wealth Advisors, LLC EFV ($63.10) Holding Chart
Octavia Wealth Advisors, LLC EFV ($63.10) 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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