Ratio Wealth Group EFV Holdings History
Ratio Wealth Group's iShares MSCI EAFE Value ETF Holding Summary
As of 2024-03-31, Ratio Wealth Group held 479,147.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $26.07 Mil. This investment constitutes 4.85% of their stock portfolio, and Ratio Wealth Group now holds -% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2020Q4. And since then Ratio Wealth Group has made 10 purchases of EFV, at an average price of $45.63, for a total of 692,222.00 shares. In addition, there have been 2 sales at an average price of $47.93 for 213,075.00 shares. Based on historical transaction data and EFV's current price of $63.17, Ratio Wealth Group's estimated gain on his EFV holdings is $8.90 Mil, reflecting a 28.17% gain to date.
Ratio Wealth Group EFV ($63.17) Holding Chart
Ratio Wealth Group EFV ($63.17) 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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