Number of Shares
1.69 Mil
Current Holdings Value*
$131.32 Mil
% of Portfolio
5.94%
Total Estimate Gain
$31.82 Mil
% of Total Estimate Gain
17.49%

Wharton Business Group, LLC's iShares MSCI EAFE Min Vol Factor ETF Holding Summary

As of 2025-03-31, Wharton Business Group, LLC held 1.69 Mil shares of iShares MSCI EAFE Min Vol Factor ETF(EFAV), totaling $131.32 Mil. This investment constitutes 5.94% of their stock portfolio, and Wharton Business Group, LLC now holds 2.55% of the outstanding iShares MSCI EAFE Min Vol Factor ETF(EFAV) stock.

The initial trade took place in 2020Q2. And since then Wharton Business Group, LLC has made 14 purchases of EFAV, at an average price of $67.26, for a total of 2.70 Mil shares. In addition, there have been 6 sales at an average price of $71.24 for 1.02 Mil shares. Based on historical transaction data and EFAV's current price of $83.71, Wharton Business Group, LLC's estimated gain on his EFAV holdings is $31.82 Mil, reflecting a 17.49% gain to date.

Wharton Business Group, LLC EFAV ($83.71) Holding Chart

Wharton Business Group, LLC EFAV ($83.71) 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 %

Top Ranked Articles

  • 1