SWP FINANCIAL LLC EFV Holdings History
SWP FINANCIAL LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, SWP FINANCIAL LLC held 38,689.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $2.28 Mil. This investment constitutes 1.39% of their stock portfolio, and SWP FINANCIAL LLC now holds 0.01% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2024Q4. And since then SWP FINANCIAL LLC has made 1 purchases of EFV, at an average price of $54.73, for a total of 59,938.00 shares. In addition, there have been 1 sales at an average price of $56.57 for 21,249.00 shares. Based on historical transaction data and EFV's current price of $63.49, SWP FINANCIAL LLC's estimated gain on his EFV holdings is $378,013.80, reflecting a 11.52% gain to date.
SWP FINANCIAL LLC EFV ($63.49) Holding Chart
SWP FINANCIAL LLC EFV ($63.49) 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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