Shakespeare Wealth Management, LLC EFV Holdings History
Shakespeare Wealth Management, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Shakespeare Wealth Management, LLC held 303,219.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $17.87 Mil. This investment constitutes 4.79% of their stock portfolio, and Shakespeare Wealth Management, LLC now holds 0.09% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2024Q3. And since then Shakespeare Wealth Management, LLC has made 2 purchases of EFV, at an average price of $55.19, for a total of 319,004.00 shares. In addition, there have been 1 sales at an average price of $56.57 for 15,785.00 shares. Based on historical transaction data and EFV's current price of $64.17, Shakespeare Wealth Management, LLC's estimated gain on his EFV holdings is $2.74 Mil, reflecting a 15.58% gain to date.
Shakespeare Wealth Management, LLC EFV ($64.17) Holding Chart
Shakespeare Wealth Management, LLC EFV ($64.17) 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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