Oregon Pacific Wealth Management, LLC EFV Holdings History
Oregon Pacific Wealth Management, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-06-30, Oregon Pacific Wealth Management, LLC held 4,533.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $287,760.00. This investment constitutes 0.27% of their stock portfolio, and Oregon Pacific Wealth Management, LLC now holds 0% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2025Q2. And since then Oregon Pacific Wealth Management, LLC has made 1 purchases of EFV, at an average price of $61.15, for a total of 4,533.00 shares. Based on historical transaction data and EFV's current price of $63.80, Oregon Pacific Wealth Management, LLC's estimated gain on his EFV holdings is $11,989.78, reflecting a 4.33% gain to date.
Oregon Pacific Wealth Management, LLC EFV ($63.80) Holding Chart
Oregon Pacific Wealth Management, LLC EFV ($63.80) 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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