Burt Wealth Advisors EFAV Holdings History
Burt Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF Holding Summary
As of 2025-06-30, Burt Wealth Advisors held 279,158.00 shares of iShares MSCI EAFE Min Vol Factor ETF(EFAV), totaling $23.47 Mil. This investment constitutes 5.37% of their stock portfolio, and Burt Wealth Advisors now holds 0.43% of the outstanding iShares MSCI EAFE Min Vol Factor ETF(EFAV) stock.
The initial trade took place in 2020Q2. And since then Burt Wealth Advisors has made 15 purchases of EFAV, at an average price of $65.68, for a total of 613,326.00 shares. In addition, there have been 7 sales at an average price of $62.18 for 334,168.00 shares. Based on historical transaction data and EFAV's current price of $82.83, Burt Wealth Advisors's estimated gain on his EFAV holdings is $3.62 Mil, reflecting a 8.98% gain to date.
Burt Wealth Advisors EFAV ($82.83) Holding Chart
Burt Wealth Advisors EFAV ($82.83) 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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