Core Wealth Advisors, Inc. Ishares Msci Eafe Min Vol Fact Transaction History

Core Wealth Advisors, Inc.

$310 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 10, 2022	SELL	$56.69 - $65.94 $26,247 - $30,530	-463 Reduced 80.8%	110 $6,000
Q1 2022 May 16, 2022	SELL	$67.73 - $76.65 $66,984 - $75,806	-989 Reduced 63.32%	573 $41,000
Q4 2021 Feb 14, 2022	SELL	$74.33 - $77.96 $79,830 - $83,729	-1,074 Reduced 40.74%	1,562 $120,000
Q3 2021 Nov 09, 2021	SELL	$75.34 - $79.52 $30,437 - $32,126	-404 Reduced 13.29%	2,636 $199,000
Q2 2021 Aug 03, 2021	BUY	$73.48 - $77.31 $47,908 - $50,406	652 Added 27.3%	3,040 $230,000
Q1 2021 May 04, 2021	SELL	$70.92 - $74.68 $30,424 - $32,037	-429 Reduced 15.23%	2,388 $174,000
Q4 2020 Feb 05, 2021	SELL	$65.49 - $73.81 $262,876 - $296,273	-4,014 Reduced 58.76%	2,817 $207,000
Q3 2020 Nov 12, 2020	SELL	$66.21 - $69.64 $7.38 Million - $7.77 Million	-111,537 Reduced 94.23%	6,831 $465,000
Q2 2020 Jul 31, 2020	SELL	$59.53 - $68.92 $4.21 Million - $4.88 Million	-70,757 Reduced 37.41%	118,368 $7.82 Million
Q1 2020 Apr 29, 2020	BUY	$54.87 - $75.75 $115,172 - $158,999	2,099 Added 1.12%	189,125 $11.7 Million
Q4 2019 Feb 14, 2020	BUY	$71.94 - $75.68 $13.5 Million - $14.2 Million	187,026 New	187,026 $13.9 Million

Others Institutions Holding EFAV

# of Institutions

506

Shares Held

54.8M

Call Options Held

0

Put Options Held

0

About ISHARES MSCI EAFE MIN VOL FACT

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