Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$219,026.16
% of Total Estimate Gain
19.27%

SOUNDMARK WEALTH MANAGEMENT, LLC's iShares MSCI EAFE Value ETF Holding Summary

As of 2024-06-30, SOUNDMARK WEALTH MANAGEMENT, LLC held - shares of iShares MSCI EAFE Value ETF(EFV), totaling N/A. This investment constitutes 0% of their stock portfolio, and SOUNDMARK WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.

The initial trade took place in 2020Q4. And since then SOUNDMARK WEALTH MANAGEMENT, LLC has made 4 purchases of EFV, at an average price of $43.85, for a total of 25,924.00 shares. In addition, there have been 10 sales at an average price of $52.30 for 25,924.00 shares. Based on historical transaction data and EFV's current price of $63.10, SOUNDMARK WEALTH MANAGEMENT, LLC's estimated gain on his EFV holdings is $219,026.16, reflecting a 19.27% gain to date.

SOUNDMARK WEALTH MANAGEMENT, LLC EFV ($63.10) Holding Chart

SOUNDMARK WEALTH MANAGEMENT, 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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