MOULTON WEALTH MANAGEMENT, INC EFAV Holdings History
MOULTON WEALTH MANAGEMENT, INC's iShares MSCI EAFE Min Vol Factor ETF Holding Summary
As of 2025-06-30, MOULTON WEALTH MANAGEMENT, INC held 55,125.00 shares of iShares MSCI EAFE Min Vol Factor ETF(EFAV), totaling $4.64 Mil. This investment constitutes 3.5% of their stock portfolio, and MOULTON WEALTH MANAGEMENT, INC now holds 0.08% of the outstanding iShares MSCI EAFE Min Vol Factor ETF(EFAV) stock.
The initial trade took place in 2025Q1. And since then MOULTON WEALTH MANAGEMENT, INC has made 2 purchases of EFAV, at an average price of $75.08, for a total of 55,125.00 shares. Based on historical transaction data and EFAV's current price of $83.58, MOULTON WEALTH MANAGEMENT, INC's estimated gain on his EFAV holdings is $468,304.44, reflecting a 11.31% gain to date.
MOULTON WEALTH MANAGEMENT, INC EFAV ($83.58) Holding Chart
MOULTON WEALTH MANAGEMENT, INC EFAV ($83.58) 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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