TCWP LLC EFV Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-1.21 Mil
% of Total Estimate Gain
-8.70%

TCWP LLC's iShares MSCI EAFE Value ETF Holding Summary

As of 2024-09-30, TCWP LLC held - shares of iShares MSCI EAFE Value ETF(EFV), totaling N/A. This investment constitutes 0% of their stock portfolio, and TCWP LLC now holds 0% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.

The initial trade took place in 2021Q4. And since then TCWP LLC has made 3 purchases of EFV, at an average price of $48.94, for a total of 283,057.00 shares. In addition, there have been 7 sales at an average price of $44.68 for 283,057.00 shares. Based on historical transaction data and EFV's current price of $63.95, TCWP LLC's estimated gain on his EFV holdings is $-1.21 Mil, reflecting a -8.70% gain to date.

TCWP LLC EFV ($63.95) Holding Chart

TCWP LLC EFV ($63.95) 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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