Triad Wealth Partners, LLC EFV Holdings History
Triad Wealth Partners, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-06-30, Triad Wealth Partners, LLC held 243,645.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $15.47 Mil. This investment constitutes 3.12% of their stock portfolio, and Triad Wealth Partners, LLC now holds 0.06% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2024Q2. And since then Triad Wealth Partners, LLC has made 5 purchases of EFV, at an average price of $57.49, for a total of 243,645.00 shares. Based on historical transaction data and EFV's current price of $65.36, Triad Wealth Partners, LLC's estimated gain on his EFV holdings is $1.92 Mil, reflecting a 13.69% gain to date.
Triad Wealth Partners, LLC EFV ($65.36) Holding Chart
Triad Wealth Partners, LLC EFV ($65.36) 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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