Perigon Wealth Management, LLC EFV Holdings History
Perigon Wealth Management, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-06-30, Perigon Wealth Management, LLC held 319,091.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $20.26 Mil. This investment constitutes 0.47% of their stock portfolio, and Perigon Wealth Management, LLC now holds 0.08% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2020Q1. And since then Perigon Wealth Management, LLC has made 14 purchases of EFV, at an average price of $52.26, for a total of 546,292.00 shares. In addition, there have been 8 sales at an average price of $50.79 for 227,201.00 shares. Based on historical transaction data and EFV's current price of $65.83, Perigon Wealth Management, LLC's estimated gain on his EFV holdings is $4.00 Mil, reflecting a 14.00% gain to date.
Perigon Wealth Management, LLC EFV ($65.83) Holding Chart
Perigon Wealth Management, LLC EFV ($65.83) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
