Wharton Business Group, LLC EFAV Holdings History
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 $84.35, Wharton Business Group, LLC's estimated gain on his EFAV holdings is $32.90 Mil, reflecting a 18.08% gain to date.
Wharton Business Group, LLC EFAV ($84.35) Holding Chart
Wharton Business Group, LLC EFAV ($84.35) 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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