Efficient Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Efficient Advisors, LLC

$1.54 Billion
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 20, 2022	SELL	$73.28 - $81.04 $201,886 - $223,265	-2,755 Closed	0 $0
Q3 2021 Oct 21, 2021	SELL	$73.5 - $78.28 $104,149 - $110,922	-1,417 Reduced 33.96%	2,755 $203,000
Q2 2021 Jul 21, 2021	SELL	$69.72 - $73.7 $195,564 - $206,728	-2,805 Reduced 40.2%	4,172 $307,000
Q1 2021 Apr 28, 2021	SELL	$65.18 - $69.88 $793,370 - $850,579	-12,172 Reduced 63.56%	6,977 $483,000
Q4 2020 Feb 02, 2021	SELL	$61.66 - $67.88 $56,973 - $62,721	-924 Reduced 4.6%	19,149 $1.3 Million
Q3 2020 Nov 09, 2020	SELL	$60.74 - $66.36 $219,939 - $240,289	-3,621 Reduced 15.28%	20,073 $1.28 Million
Q2 2020 Aug 07, 2020	SELL	$51.94 - $64.01 $115,930 - $142,870	-2,232 Reduced 8.61%	23,694 $1.44 Million
Q1 2020 May 15, 2020	BUY	$46.61 - $69.67 $220,698 - $329,887	4,735 Added 22.34%	25,926 $1.4 Million
Q4 2019 Jan 27, 2020	BUY	$62.68 - $65.67 $391,561 - $410,240	6,247 Added 41.8%	21,191 $1.39 Million
Q3 2019 Nov 07, 2019	BUY	$61.12 - $64.69 $138,497 - $146,587	2,266 Added 17.87%	14,944 $958,000
Q2 2019 Aug 07, 2019	BUY	$58.77 - $62.47 $237,900 - $252,878	4,048 Added 46.91%	12,678 $783,000
Q1 2019 May 09, 2019	BUY	$51.18 - $58.8 $237,065 - $272,361	4,632 Added 115.86%	8,630 $507,000
Q4 2018 Jan 29, 2019	BUY	$49.77 - $57.05 $198,980 - $228,085	3,998 New	3,998 $209,000

Others Institutions Holding USMV

# of Institutions

1,252

Shares Held

204M

Call Options Held

16.1K

Put Options Held

3.9K

Morgan Stanley New York, NY

21.3M
Shares

$1.91 Billion
0.14% of portfolio
Bank Of America Corp Charlotte, NC

16M
Shares

$1.44 Billion
0.12% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$922 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.81M
Shares

$883 Million
0.55% of portfolio
Captrust Financial Advisors Raleigh, NC

6M
Shares

$540 Million
1.63% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

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