Peterson Financial Group, Inc. EFV Holdings History
Peterson Financial Group, Inc.'s iShares MSCI EAFE Value ETF Holding Summary
As of 2024-09-30, Peterson Financial Group, Inc. held 13,621.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $783,630.00. This investment constitutes 3.02% of their stock portfolio, and Peterson Financial Group, Inc. now holds 0% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2021Q4. And since then Peterson Financial Group, Inc. has made 3 purchases of EFV, at an average price of $51.02, for a total of 20,794.00 shares. In addition, there have been 8 sales at an average price of $49.19 for 7,173.00 shares. Based on historical transaction data and EFV's current price of $65.87, Peterson Financial Group, Inc.'s estimated gain on his EFV holdings is $189,140.78, reflecting a 17.83% gain to date.
Peterson Financial Group, Inc. EFV ($65.87) Holding Chart
Peterson Financial Group, Inc. EFV ($65.87) 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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