Shum Financial Group, Inc. EFV Holdings History
Shum Financial Group, Inc.'s iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Shum Financial Group, Inc. held 80,721.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $4.76 Mil. This investment constitutes 4.12% of their stock portfolio, and Shum Financial Group, Inc. now holds 0.02% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2024Q3. And since then Shum Financial Group, Inc. has made 2 purchases of EFV, at an average price of $55.23, for a total of 80,721.00 shares. Based on historical transaction data and EFV's current price of $64.17, Shum Financial Group, Inc.'s estimated gain on his EFV holdings is $721,297.65, reflecting a 16.18% gain to date.
Shum Financial Group, Inc. EFV ($64.17) Holding Chart
Shum Financial Group, Inc. 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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