RGT Wealth Advisors, LLC EFV Holdings History
RGT Wealth Advisors, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2022-09-30, RGT Wealth Advisors, LLC held 134,056.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $5.17 Mil. This investment constitutes 0.82% of their stock portfolio, and RGT Wealth Advisors, LLC now holds 0.04% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2020Q2. And since then RGT Wealth Advisors, LLC has made 3 purchases of EFV, at an average price of $39.35, for a total of 1.12 Mil shares. In addition, there have been 3 sales at an average price of $41.51 for 987,387.00 shares. Based on historical transaction data and EFV's current price of $63.10, RGT Wealth Advisors, LLC's estimated gain on his EFV holdings is $5.32 Mil, reflecting a 12.05% gain to date.
RGT Wealth Advisors, LLC EFV ($63.10) Holding Chart
RGT Wealth Advisors, LLC EFV ($63.10) 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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