Edge Wealth Management LLC Ishares Msci Eafe Min Vol Fact Transaction History

Edge Wealth Management LLC

$475 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 20, 2020	SELL	$54.87 - $75.75 $2.63 Million - $3.63 Million	-47,956 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$71.94 - $75.68 $41,941 - $44,121	-583 Reduced 1.2%	47,956 $3.57 Million
Q3 2019 Oct 21, 2019	BUY	$70.31 - $73.75 $2.47 Million - $2.59 Million	35,181 Added 263.37%	48,539 $3.56 Million
Q2 2019 Jul 15, 2019	SELL	$70.31 - $73.27 $31,217 - $32,531	-444 Reduced 3.22%	13,358 $970,000
Q1 2019 Apr 11, 2019	BUY	$66.36 - $72.4 $181,428 - $197,941	2,734 Added 24.7%	13,802 $993,000
Q4 2018 Jan 11, 2019	BUY	$65.01 - $72.73 $578,133 - $646,787	8,893 Added 408.87%	11,068 $738,000
Q3 2018 Oct 22, 2018	BUY	$70.42 - $73.23 $67,955 - $70,666	965 Added 79.75%	2,175 $158,000
Q2 2018 Jul 17, 2018	BUY	$70.89 - $74.83 $85,776 - $90,544	1,210 New	1,210 $86,000

Others Institutions Holding EFAV

# of Institutions

505

Shares Held

63.2M

Call Options Held

500

Put Options Held

0

About ISHARES MSCI EAFE MIN VOL FACT

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