SOFI WEALTH, LLC EFV Holdings History
SOFI WEALTH, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, SOFI WEALTH, LLC held 924,037.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $54.46 Mil. This investment constitutes 4.09% of their stock portfolio, and SOFI WEALTH, LLC now holds 0.27% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2024Q4. And since then SOFI WEALTH, LLC has made 2 purchases of EFV, at an average price of $56.54, for a total of 924,037.00 shares. Based on historical transaction data and EFV's current price of $63.10, SOFI WEALTH, LLC's estimated gain on his EFV holdings is $6.06 Mil, reflecting a 11.61% gain to date.
SOFI WEALTH, LLC EFV ($63.10) Holding Chart
SOFI WEALTH, 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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