TSA Wealth Managment LLC EFV Holdings History
TSA Wealth Managment LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, TSA Wealth Managment LLC held 169,548.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $9.99 Mil. This investment constitutes 3.97% of their stock portfolio, and TSA Wealth Managment LLC now holds 0.05% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2023Q4. And since then TSA Wealth Managment LLC has made 1 purchases of EFV, at an average price of $51.23, for a total of 318,566.00 shares. In addition, there have been 4 sales at an average price of $53.85 for 149,018.00 shares. Based on historical transaction data and EFV's current price of $62.75, TSA Wealth Managment LLC's estimated gain on his EFV holdings is $2.35 Mil, reflecting a 14.38% gain to date.
TSA Wealth Managment LLC EFV ($62.75) Holding Chart
TSA Wealth Managment LLC EFV ($62.75) 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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