A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,476 shares of EFAV stock, worth $178,346. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,476
Previous 2,721 9.0%
Holding current value
$178,346
Previous $188,000 0.53%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$69.31 - $77.34 $16,980 - $18,948
-245 Reduced 9.0%
2,476 $189,000
Q2 2024

Aug 19, 2024

BUY
$67.82 - $72.36 $18,853 - $20,116
278 Added 11.38%
2,721 $188,000
Q1 2024

May 14, 2024

SELL
$67.46 - $71.15 $9,714 - $10,245
-144 Reduced 5.57%
2,443 $173,000
Q4 2023

Feb 28, 2024

SELL
$63.1 - $69.34 $77,045 - $84,664
-1,221 Reduced 32.06%
2,587 $179,000
Q3 2023

Nov 22, 2023

SELL
$65.15 - $69.15 $899,004 - $954,200
-13,799 Reduced 78.37%
3,808 $248,000
Q2 2023

Aug 14, 2023

SELL
$66.75 - $70.85 $9.09 Million - $9.65 Million
-136,248 Reduced 88.56%
17,607 $1.19 Million
Q1 2023

Jun 05, 2023

BUY
$63.8 - $67.65 $9.82 Million - $10.4 Million
153,855 New
153,855 $10.4 Million
Q2 2022

Aug 11, 2022

SELL
$61.24 - $72.68 $352,558 - $418,418
-5,757 Closed
0 $0
Q1 2022

May 20, 2022

BUY
$67.73 - $76.65 $46,869 - $53,041
692 Added 13.66%
5,757 $415,000
Q4 2021

Feb 17, 2022

BUY
$74.33 - $77.96 $376,481 - $394,867
5,065 New
5,065 $389,000
Q2 2020

Aug 14, 2020

SELL
$59.53 - $68.92 $194,484 - $225,161
-3,267 Closed
0 $0
Q1 2020

May 18, 2020

BUY
$54.87 - $75.75 $179,260 - $247,475
3,267 New
3,267 $203,000
Q4 2018

Feb 19, 2019

SELL
$65.01 - $72.73 $359,375 - $402,051
-5,528 Closed
0 $0
Q3 2018

Nov 15, 2018

BUY
$70.42 - $73.23 $389,281 - $404,815
5,528 New
5,528 $402,000
Q2 2018

Aug 14, 2018

SELL
$70.89 - $74.83 $206,289 - $217,755
-2,910 Closed
0 $0
Q1 2018

May 15, 2018

SELL
$70.61 - $76.47 $32,268 - $34,946
-457 Reduced 13.57%
2,910 $214,000
Q4 2017

Feb 15, 2018

BUY
$71.02 - $73.23 $19,885 - $20,504
280 Added 9.07%
3,367 $246,000
Q3 2017

Nov 15, 2017

BUY
$70.55 - $71.06 $217,787 - $219,362
3,087
3,087 $219,000

Others Institutions Holding EFAV

About ISHARES MSCI EAFE MIN VOL FACT


  • Ticker EFAV
  • Sector ETFs
  • Industry ETFs
More about EFAV
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