Number of Shares
203,486.00
Current Holdings Value*
$15.86 Mil
% of Portfolio
4.64%
Total Estimate Gain
$3.35 Mil
% of Total Estimate Gain
8.98%

Lester Murray Antman dba SimplyRich's iShares MSCI EAFE Min Vol Factor ETF Holding Summary

As of 2025-03-31, Lester Murray Antman dba SimplyRich held 203,486.00 shares of iShares MSCI EAFE Min Vol Factor ETF(EFAV), totaling $15.86 Mil. This investment constitutes 4.64% of their stock portfolio, and Lester Murray Antman dba SimplyRich now holds 0.31% of the outstanding iShares MSCI EAFE Min Vol Factor ETF(EFAV) stock.

The initial trade took place in 2020Q2. And since then Lester Murray Antman dba SimplyRich has made 13 purchases of EFAV, at an average price of $69.55, for a total of 535,800.00 shares. In addition, there have been 7 sales at an average price of $70.71 for 332,314.00 shares. Based on historical transaction data and EFAV's current price of $84.09, Lester Murray Antman dba SimplyRich's estimated gain on his EFAV holdings is $3.35 Mil, reflecting a 8.98% gain to date.

Lester Murray Antman dba SimplyRich EFAV ($84.09) Holding Chart

Lester Murray Antman dba SimplyRich EFAV ($84.09) 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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