Wingate Wealth Advisors, Inc. EFV Holdings History
Wingate Wealth Advisors, Inc.'s iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Wingate Wealth Advisors, Inc. held 32,396.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $1.91 Mil. This investment constitutes 2.2% of their stock portfolio, and Wingate Wealth Advisors, Inc. now holds 0.01% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $56.57 for 3,275.00 shares. Based on historical transaction data and EFV's current price of $63.10, Wingate Wealth Advisors, Inc.'s estimated gain on his EFV holdings is $277,180.52, reflecting a 14.20% gain to date.
Wingate Wealth Advisors, Inc. EFV ($63.10) Holding Chart
Wingate Wealth Advisors, Inc. EFV ($63.10) 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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