SWMG, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, SWMG, LLC held 109,833.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $6.65 Mil. This investment constitutes 2.64% of their stock portfolio, and SWMG, LLC now holds 0.03% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2020Q4. And since then SWMG, LLC has made 8 purchases of EFV, at an average price of $49.05, for a total of 420,204.00 shares. In addition, there have been 7 sales at an average price of $50.62 for 310,371.00 shares. Based on historical transaction data and EFV's current price of $63.17, SWMG, LLC's estimated gain on his EFV holdings is $2.04 Mil, reflecting a 9.90% gain to date.
SWMG, LLC EFV ($63.17) Holding Chart
SWMG, LLC 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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