WATERSHED PRIVATE WEALTH LLC EFV Holdings History
WATERSHED PRIVATE WEALTH LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-06-30, WATERSHED PRIVATE WEALTH LLC held 226,343.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $14.37 Mil. This investment constitutes 5.23% of their stock portfolio, and WATERSHED PRIVATE WEALTH LLC now holds 0.06% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2023Q4. And since then WATERSHED PRIVATE WEALTH LLC has made 5 purchases of EFV, at an average price of $54.87, for a total of 280,942.00 shares. In addition, there have been 2 sales at an average price of $55.28 for 54,599.00 shares. Based on historical transaction data and EFV's current price of $65.87, WATERSHED PRIVATE WEALTH LLC's estimated gain on his EFV holdings is $2.51 Mil, reflecting a 16.28% gain to date.
WATERSHED PRIVATE WEALTH LLC EFV ($65.87) Holding Chart
WATERSHED PRIVATE WEALTH LLC EFV ($65.87) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
