JANICZEK WEALTH MANAGEMENT, LLC EFAV Holdings History
JANICZEK WEALTH MANAGEMENT, LLC's iShares MSCI EAFE Min Vol Factor ETF Holding Summary
As of 2024-06-30, JANICZEK WEALTH MANAGEMENT, LLC held 18,630.00 shares of iShares MSCI EAFE Min Vol Factor ETF(EFAV), totaling $1.29 Mil. This investment constitutes 0.27% of their stock portfolio, and JANICZEK WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares MSCI EAFE Min Vol Factor ETF(EFAV) stock.
The initial trade took place in 2020Q3. And since then JANICZEK WEALTH MANAGEMENT, LLC has made 4 purchases of EFAV, at an average price of $68.29, for a total of 246,225.00 shares. In addition, there have been 12 sales at an average price of $69.56 for 227,595.00 shares. Based on historical transaction data and EFAV's current price of $82.83, JANICZEK WEALTH MANAGEMENT, LLC's estimated gain on his EFAV holdings is $560,790.70, reflecting a 3.34% gain to date.
JANICZEK WEALTH MANAGEMENT, LLC EFAV ($82.83) Holding Chart
JANICZEK WEALTH MANAGEMENT, LLC 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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