WEALTH ALLIANCE, LLC EFV Holdings History
WEALTH ALLIANCE, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, WEALTH ALLIANCE, LLC held 253,957.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $14.97 Mil. This investment constitutes 1.81% of their stock portfolio, and WEALTH ALLIANCE, LLC now holds 0.07% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2019Q4. And since then WEALTH ALLIANCE, LLC has made 13 purchases of EFV, at an average price of $50.67, for a total of 516,726.00 shares. In addition, there have been 8 sales at an average price of $50.26 for 262,769.00 shares. Based on historical transaction data and EFV's current price of $65.87, WEALTH ALLIANCE, LLC's estimated gain on his EFV holdings is $3.75 Mil, reflecting a 14.33% gain to date.
WEALTH ALLIANCE, LLC EFV ($65.87) Holding Chart
WEALTH ALLIANCE, 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 % | |||
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