National Wealth Management Group, LLC Ishares Msci Eafe Min Vol Fact Transaction History

National Wealth Management Group, LLC

$131 Billion
Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, National Wealth Management Group, LLC holds 4,730 shares of EFAV stock, worth $363,074. This represents 0.25% of its overall portfolio holdings.

Number of Shares

4,730

Previous 4,783 1.11%

Holding current value

$363,074

Previous $339 Million 3.24%

% of portfolio

0.25%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$67.82 - $72.36 $3,594 - $3,835	-53 Reduced 1.11%	4,730 $328 Million
Q1 2024 May 17, 2024	SELL	$67.46 - $71.15 $8,162 - $8,609	-121 Reduced 2.47%	4,783 $339 Million
Q4 2023 Feb 01, 2024	BUY	$63.1 - $69.34 $69,410 - $76,274	1,100 Added 28.92%	4,904 $340 Million
Q2 2023 Aug 09, 2023	SELL	$66.75 - $70.85 $200 - $212	-3 Reduced 0.08%	3,804 $258 Million
Q1 2023 May 15, 2023	BUY	$63.8 - $67.65 $242,886 - $257,543	3,807 New	3,807 $268 Million
Q4 2022 Nov 17, 2023	BUY	$56.25 - $64.99 $1,856 - $2,144	33 Added 0.86%	3,882 $247 Million
Q3 2022 Nov 17, 2023	BUY	$56.69 - $65.94 $2,551 - $2,967	45 Added 1.18%	3,849 $219 Million
Q2 2022 Nov 17, 2023	BUY	$61.24 - $72.68 $58,667 - $69,627	958 Added 33.26%	3,838 $243 Million
Q1 2022 Nov 17, 2023	SELL	$67.73 - $76.65 $29,801 - $33,726	-440 Reduced 13.25%	2,880 $208 Million
Q4 2021 Nov 17, 2023	SELL	$74.33 - $77.96 $35,975 - $37,732	-484 Reduced 12.72%	3,320 $255 Million

Others Institutions Holding EFAV

# of Institutions

505

Shares Held

63.2M

Call Options Held

500

Put Options Held

View Full List

About ISHARES MSCI EAFE MIN VOL FACT

Ticker EFAV
Sector ETFs
Industry ETFs

More about EFAV

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National Wealth Management Group, LLC Ishares Msci Eafe Min Vol Fact Transaction History