Legacy Financial Advisors, Inc. Ishares Msci Eafe Min Vol Fact Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 3,390 shares of EFAV stock, worth $244,181. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,390

Previous 5,628 39.77%

Holding current value

$244,181

Previous $390,000 33.33%

% of portfolio

0.05%

Previous 0.08%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$69.31 - $77.34 $155,115 - $173,086	-2,238 Reduced 39.77%	3,390 $260,000
Q2 2024 Aug 13, 2024	SELL	$67.82 - $72.36 $927,913 - $990,029	-13,682 Reduced 70.85%	5,628 $390,000
Q1 2024 May 14, 2024	SELL	$67.46 - $71.15 $14.2 Million - $15 Million	-211,070 Reduced 91.62%	19,310 $1.37 Million
Q4 2023 Feb 06, 2024	SELL	$63.1 - $69.34 $375,066 - $412,156	-5,944 Reduced 2.52%	230,380 $16 Million
Q3 2023 Nov 13, 2023	SELL	$65.15 - $69.15 $119,485 - $126,821	-1,834 Reduced 0.77%	236,324 $15.4 Million
Q2 2023 Aug 08, 2023	SELL	$66.75 - $70.85 $405,239 - $430,130	-6,071 Reduced 2.49%	238,158 $16.1 Million
Q1 2023 May 03, 2023	SELL	$63.8 - $67.65 $178,448 - $189,217	-2,797 Reduced 1.13%	244,229 $16.5 Million
Q4 2022 Feb 06, 2023	BUY	$56.25 - $64.99 $2.42 Million - $2.79 Million	42,992 Added 21.07%	247,026 $15.7 Million
Q3 2022 Nov 09, 2022	SELL	$56.69 - $65.94 $2.11 Million - $2.45 Million	-37,181 Reduced 15.41%	204,034 $11.6 Million
Q2 2022 Aug 08, 2022	BUY	$61.24 - $72.68 $401,366 - $476,344	6,554 Added 2.79%	241,215 $15.3 Million
Q1 2022 May 04, 2022	SELL	$67.73 - $76.65 $539,266 - $610,287	-7,962 Reduced 3.28%	234,661 $16.9 Million
Q4 2021 Feb 04, 2022	SELL	$74.33 - $77.96 $7 Million - $7.34 Million	-94,211 Reduced 27.97%	242,623 $18.6 Million
Q3 2021 Oct 26, 2021	BUY	$75.34 - $79.52 $836,349 - $882,751	11,101 Added 3.41%	336,834 $25.4 Million
Q2 2021 Jul 21, 2021	BUY	$73.48 - $77.31 $778,447 - $819,022	10,594 Added 3.36%	325,733 $24.6 Million
Q1 2021 Apr 28, 2021	SELL	$70.92 - $74.68 $67,232 - $70,796	-948 Reduced 0.3%	315,139 $23 Million
Q4 2020 Feb 02, 2021	SELL	$65.49 - $73.81 $8.63 Million - $9.73 Million	-131,805 Reduced 29.43%	316,087 $23.2 Million
Q3 2020 Nov 09, 2020	SELL	$66.21 - $69.64 $72,102 - $75,837	-1,089 Reduced 0.24%	447,892 $30.5 Million
Q2 2020 Aug 07, 2020	SELL	$59.53 - $68.92 $1.42 Million - $1.64 Million	-23,817 Reduced 5.04%	448,981 $29.7 Million
Q1 2020 May 12, 2020	SELL	$54.87 - $75.75 $5.64 Million - $7.79 Million	-102,867 Reduced 17.87%	472,798 $30.5 Million
Q4 2019 Jan 27, 2020	BUY	$71.94 - $75.68 $401,784 - $422,672	5,585 Added 0.98%	575,665 $42.9 Million
Q3 2019 Nov 07, 2019	BUY	$70.31 - $73.75 $1.62 Million - $1.7 Million	23,108 Added 4.22%	570,080 $41.8 Million
Q2 2019 Aug 07, 2019	BUY	$70.31 - $73.27 $1.11 Million - $1.16 Million	15,816 Added 2.98%	546,972 $39.7 Million
Q1 2019 May 14, 2019	BUY	$66.36 - $72.4 $2.69 Million - $2.94 Million	40,576 Added 8.27%	531,156 $38.2 Million
Q4 2018 Jan 16, 2019	BUY	$65.01 - $72.73 $3.39 Million - $3.79 Million	52,138 Added 11.89%	490,580 $32.7 Million
Q3 2018 Oct 30, 2018	BUY	$70.42 - $73.23 $671,736 - $698,540	9,539 Added 2.22%	438,442 $31.9 Million
Q2 2018 Jul 17, 2018	BUY	$70.89 - $74.83 $875,491 - $924,150	12,350 Added 2.96%	428,903 $30.9 Million
Q1 2018 Apr 12, 2018	BUY	$70.61 - $76.47 $1.01 Million - $1.1 Million	14,371 Added 3.57%	416,553 $31 Million
Q4 2017 Feb 09, 2018	BUY	$71.02 - $73.23 $28.6 Million - $29.5 Million	402,182	402,182 $29.4 Million

Others Institutions Holding EFAV

# of Institutions

509

Shares Held

54.9M

Call Options Held

Put Options Held

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About ISHARES MSCI EAFE MIN VOL FACT

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Legacy Financial Advisors, Inc. Ishares Msci Eafe Min Vol Fact Transaction History