Forum Private Client Group LLC Ishares Msci Eafe Min Vol Fact Transaction History

Forum Private Client Group LLC

$230 Billion
Q1 2025

A detailed history of Forum Private Client Group LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Forum Private Client Group LLC holds 5,148 shares of EFAV stock, worth $433,255. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,148

Previous 5,381 4.33%

Holding current value

$433,255

Previous $380 Million 5.43%

% of portfolio

0.17%

Previous 0.17%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$69.81 - $78.9 $16,265 - $18,383	-233 Reduced 4.33%	5,148 $401 Million
Q4 2024 Feb 13, 2025	SELL	$70.1 - $76.53 $67,576 - $73,774	-964 Reduced 15.19%	5,381 $380 Million
Q3 2024 Nov 12, 2024	SELL	$69.31 - $77.34 $68,408 - $76,334	-987 Reduced 13.46%	6,345 $487 Million
Q2 2024 Aug 13, 2024	SELL	$67.82 - $72.36 $115,090 - $122,794	-1,697 Reduced 18.79%	7,332 $509 Million
Q1 2024 May 15, 2024	SELL	$67.46 - $71.15 $227,002 - $239,419	-3,365 Reduced 27.15%	9,029 $640 Million
Q4 2023 Jan 19, 2024	BUY	$63.1 - $69.34 $782,061 - $859,399	12,394 New	12,394 $859 Million
Q2 2023 Aug 02, 2023	SELL	$66.75 - $70.85 $604,688 - $641,830	-9,059 Reduced 18.2%	40,726 $2.75 Million
Q1 2023 May 15, 2023	SELL	$63.8 - $67.65 $572,605 - $607,158	-8,975 Reduced 15.27%	49,785 $3.37 Million
Q4 2022 Feb 10, 2023	SELL	$56.25 - $64.99 $740,700 - $855,788	-13,168 Reduced 18.31%	58,760 $3.74 Million
Q3 2022 Nov 10, 2022	SELL	$56.69 - $65.94 $1.04 Million - $1.21 Million	-18,321 Reduced 20.3%	71,928 $4.1 Million
Q2 2022 Aug 05, 2022	SELL	$61.24 - $72.68 $641,244 - $761,032	-10,471 Reduced 10.4%	90,249 $5.71 Million
Q1 2022 Aug 05, 2022	BUY	$67.73 - $76.65 $6.82 Million - $7.72 Million	100,720 New	100,720 $7.27 Million

Others Institutions Holding EFAV

# of Institutions

566

Shares Held

35.6M

Call Options Held

600

Put Options Held

2.6K

View Full List

About ISHARES MSCI EAFE MIN VOL FACT

Ticker EFAV
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Forum Private Client Group LLC Ishares Msci Eafe Min Vol Fact Transaction History