Capital Directions Investment Advisors, LLC Ishares Msci Eafe Min Vol Fact Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 26, 2022	SELL	$61.24 - $72.68 $6,307 - $7,486	-103 Reduced 52.02%	95 $6,000
Q1 2022 May 16, 2022	BUY	$67.73 - $76.65 $13,410 - $15,176	198 New	198 $14,000
Q4 2021 Feb 22, 2022	SELL	$74.33 - $77.96 $4,534 - $4,755	-61 Closed	0 $0
Q3 2021 Nov 08, 2021	BUY	$75.34 - $79.52 $4,595 - $4,850	61 New	61 $5,000

Others Institutions Holding EFAV

# of Institutions

509

Shares Held

54.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

22.8M
Shares

$1.6 Billion
0.15% of portfolio
Black Rock Inc. New York, NY

4.57M
Shares

$322 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.1M
Shares

$148 Million
0.01% of portfolio
Envestnet Asset Management Inc

2.02M
Shares

$143 Million
0.05% of portfolio
Northwestern Mutual Wealth Management CO

1.33M
Shares

$93.9 Million
0.09% of portfolio

View Full List

About ISHARES MSCI EAFE MIN VOL FACT

Ticker EFAV
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