Source Financial Advisors LLC EFV Holdings History
Source Financial Advisors LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2024-09-30, Source Financial Advisors LLC held 23,982.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $1.38 Mil. This investment constitutes 0.41% of their stock portfolio, and Source Financial Advisors LLC now holds 0.01% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2020Q4. And since then Source Financial Advisors LLC has made 6 purchases of EFV, at an average price of $46.74, for a total of 80,182.00 shares. In addition, there have been 10 sales at an average price of $49.13 for 56,200.00 shares. Based on historical transaction data and EFV's current price of $63.06, Source Financial Advisors LLC's estimated gain on his EFV holdings is $526,100.29, reflecting a 14.04% gain to date.
Source Financial Advisors LLC EFV ($63.06) Holding Chart
Source Financial Advisors LLC EFV ($63.06) 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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