Number of Shares
146,815.00
Current Holdings Value*
$11.44 Mil
% of Portfolio
4.92%
Total Estimate Gain
$1.60 Mil
% of Total Estimate Gain
9.77%

Wealth Advisors of Iowa, LLC's iShares MSCI EAFE Min Vol Factor ETF Holding Summary

As of 2025-03-31, Wealth Advisors of Iowa, LLC held 146,815.00 shares of iShares MSCI EAFE Min Vol Factor ETF(EFAV), totaling $11.44 Mil. This investment constitutes 4.92% of their stock portfolio, and Wealth Advisors of Iowa, LLC now holds 0.22% of the outstanding iShares MSCI EAFE Min Vol Factor ETF(EFAV) stock.

The initial trade took place in 2020Q2. And since then Wealth Advisors of Iowa, LLC has made 4 purchases of EFAV, at an average price of $70.87, for a total of 231,454.00 shares. In addition, there have been 4 sales at an average price of $68.36 for 84,639.00 shares. Based on historical transaction data and EFAV's current price of $83.24, Wealth Advisors of Iowa, LLC's estimated gain on his EFAV holdings is $1.60 Mil, reflecting a 9.77% gain to date.

Wealth Advisors of Iowa, LLC EFAV ($83.24) Holding Chart

Wealth Advisors of Iowa, LLC EFAV ($83.24) 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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