Monterey Private Wealth, Inc. Ishares Msci Eafe Min Vol Fact Transaction History
Monterey Private Wealth, Inc.
- $267 Million
- Q2 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 26,738 shares of EFAV stock, worth $2.05 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
26,738
Previous 26,195
2.07%
Holding current value
$2.05 Million
Previous $1.86 Million
0.11%
% of portfolio
0.69%
Previous 0.75%
Shares
19 transactions
Others Institutions Holding EFAV
# of Institutions
504Shares Held
63.2MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC29.2MShares$2.24 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY4.57MShares$350 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.15MShares$164 Million0.01% of portfolio
-
Envestnet Asset Management Inc2.1MShares$161 Million0.05% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.63MShares$125 Million5.84% of portfolio