Wharton Business Group, LLC EEMV Holdings History
Wharton Business Group, LLC's iShares MSCI Emerging Markets Min Vol Factor ETF Holding Summary
As of 2025-03-31, Wharton Business Group, LLC held 2.29 Mil shares of iShares MSCI Emerging Markets Min Vol Factor ETF(EEMV), totaling $133.49 Mil. This investment constitutes 6.04% of their stock portfolio, and Wharton Business Group, LLC now holds 3.22% of the outstanding iShares MSCI Emerging Markets Min Vol Factor ETF(EEMV) stock.
The initial trade took place in 2020Q1. And since then Wharton Business Group, LLC has made 12 purchases of EEMV, at an average price of $55.98, for a total of 3.94 Mil shares. In addition, there have been 9 sales at an average price of $60.65 for 1.66 Mil shares. Based on historical transaction data and EEMV's current price of $62.92, Wharton Business Group, LLC's estimated gain on his EEMV holdings is $23.62 Mil, reflecting a 10.70% gain to date.
Wharton Business Group, LLC EEMV ($62.92) Holding Chart
Wharton Business Group, LLC EEMV ($62.92) 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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