Shared Vision Wealth Group LLC EFV Holdings History
Shared Vision Wealth Group LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Shared Vision Wealth Group LLC held 89,743.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $5.29 Mil. This investment constitutes 2.89% of their stock portfolio, and Shared Vision Wealth Group LLC now holds 0.03% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2023Q4. And since then Shared Vision Wealth Group LLC has made 2 purchases of EFV, at an average price of $51.33, for a total of 146,355.00 shares. In addition, there have been 3 sales at an average price of $53.84 for 56,612.00 shares. Based on historical transaction data and EFV's current price of $63.17, Shared Vision Wealth Group LLC's estimated gain on his EFV holdings is $1.20 Mil, reflecting a 16.03% gain to date.
Shared Vision Wealth Group LLC EFV ($63.17) Holding Chart
Shared Vision Wealth Group 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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