Physician Wealth Advisors, Inc. EFV Holdings History
Physician Wealth Advisors, Inc.'s iShares MSCI EAFE Value ETF Holding Summary
As of 2025-06-30, Physician Wealth Advisors, Inc. held 384,065.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $24.38 Mil. This investment constitutes 3.83% of their stock portfolio, and Physician Wealth Advisors, Inc. now holds 0.09% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2020Q4. And since then Physician Wealth Advisors, Inc. has made 12 purchases of EFV, at an average price of $52.73, for a total of 675,570.00 shares. In addition, there have been 7 sales at an average price of $52.28 for 291,505.00 shares. Based on historical transaction data and EFV's current price of $65.36, Physician Wealth Advisors, Inc.'s estimated gain on his EFV holdings is $4.72 Mil, reflecting a 13.26% gain to date.
Physician Wealth Advisors, Inc. EFV ($65.36) Holding Chart
Physician Wealth Advisors, Inc. EFV ($65.36) 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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