Operose Advisors LLC EFV Holdings History

Number of Shares
20,881.00
Current Holdings Value*
$1.23 Mil
% of Portfolio
0.41%
Total Estimate Gain
$155,005.39
% of Total Estimate Gain
13.20%

Operose Advisors LLC's iShares MSCI EAFE Value ETF Holding Summary

As of 2025-03-31, Operose Advisors LLC held 20,881.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $1.23 Mil. This investment constitutes 0.41% of their stock portfolio, and Operose Advisors LLC now holds 0.01% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.

The initial trade took place in 2024Q3. And since then Operose Advisors LLC has made 3 purchases of EFV, at an average price of $56.22, for a total of 20,881.00 shares. Based on historical transaction data and EFV's current price of $63.64, Operose Advisors LLC's estimated gain on his EFV holdings is $155,005.39, reflecting a 13.20% gain to date.

Operose Advisors LLC EFV ($63.64) Holding Chart

Operose Advisors LLC EFV ($63.64) 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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