Pettinga Financial Advisors LLC EFV Holdings History
Pettinga Financial Advisors LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Pettinga Financial Advisors LLC held 175,614.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $10.35 Mil. This investment constitutes 2.43% of their stock portfolio, and Pettinga Financial Advisors LLC now holds 0.05% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2021Q1. And since then Pettinga Financial Advisors LLC has made 7 purchases of EFV, at an average price of $51.21, for a total of 869,979.00 shares. In addition, there have been 10 sales at an average price of $51.33 for 694,365.00 shares. Based on historical transaction data and EFV's current price of $63.95, Pettinga Financial Advisors LLC's estimated gain on his EFV holdings is $2.32 Mil, reflecting a 5.20% gain to date.
Pettinga Financial Advisors LLC EFV ($63.95) Holding Chart
Pettinga Financial Advisors LLC EFV ($63.95) 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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