Number of Shares
94,394.00
Current Holdings Value*
$6.89 Mil
% of Portfolio
2.42%
Total Estimate Gain
$1.81 Mil
% of Total Estimate Gain
27.30%

Stewardship Financial Advisors, LLC's iShares MSCI EAFE Min Vol Factor ETF Holding Summary

As of 2021-03-31, Stewardship Financial Advisors, LLC held 94,394.00 shares of iShares MSCI EAFE Min Vol Factor ETF(EFAV), totaling $6.89 Mil. This investment constitutes 2.42% of their stock portfolio, and Stewardship Financial Advisors, LLC now holds 0.1% of the outstanding iShares MSCI EAFE Min Vol Factor ETF(EFAV) stock.

The initial trade took place in 2020Q2. And since then Stewardship Financial Advisors, LLC has made 3 purchases of EFAV, at an average price of $64.47, for a total of 102,588.00 shares. In addition, there have been 1 sales at an average price of $73.38 for 8,194.00 shares. Based on historical transaction data and EFAV's current price of $82.83, Stewardship Financial Advisors, LLC's estimated gain on his EFAV holdings is $1.81 Mil, reflecting a 27.30% gain to date.

Stewardship Financial Advisors, LLC EFAV ($82.83) Holding Chart

Stewardship Financial Advisors, 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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