W ADVISORS, LLC EFV Holdings History
W ADVISORS, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, W ADVISORS, LLC held 49,123.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $2.90 Mil. This investment constitutes 1.81% of their stock portfolio, and W ADVISORS, LLC now holds 0.01% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2021Q4. And since then W ADVISORS, LLC has made 5 purchases of EFV, at an average price of $48.99, for a total of 86,045.00 shares. In addition, there have been 8 sales at an average price of $50.39 for 36,922.00 shares. Based on historical transaction data and EFV's current price of $64.19, W ADVISORS, LLC's estimated gain on his EFV holdings is $798,620.43, reflecting a 18.95% gain to date.
W ADVISORS, LLC EFV ($64.19) Holding Chart
W ADVISORS, LLC EFV ($64.19) 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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