Retirement Wealth Solutions LLC EFV Holdings History
Retirement Wealth Solutions LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-06-30, Retirement Wealth Solutions LLC held 64,452.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $4.09 Mil. This investment constitutes 2.99% of their stock portfolio, and Retirement Wealth Solutions LLC now holds 0.02% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2024Q4. And since then Retirement Wealth Solutions LLC has made 2 purchases of EFV, at an average price of $56.66, for a total of 64,452.00 shares. Based on historical transaction data and EFV's current price of $65.87, Retirement Wealth Solutions LLC's estimated gain on his EFV holdings is $593,302.20, reflecting a 16.25% gain to date.
Retirement Wealth Solutions LLC EFV ($65.87) Holding Chart
Retirement Wealth Solutions LLC 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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