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

Legacy Financial Advisors, Inc.

$498 Million
Q1 2025

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$70.1 - $76.53 $8,622 - $9,413	-123 Reduced 3.63%	3,267 $231,000
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

542

Shares Held

34.9M

Call Options Held

600

Put Options Held

2.6K

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