Polaris Wealth Advisory Group, LLC Ishares Msci Eafe Min Vol Fact Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 61,078 shares of EFAV stock, worth $5.18 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

61,078

Holding current value

$5.18 Million

% of portfolio

0.31%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$65.15 - $69.15 $3.98 Million - $4.22 Million	61,078 New	61,078 $3.98 Million
Q1 2023 May 03, 2023	BUY	$63.8 - $67.65 $48,679 - $51,616	763 Added 1.64%	47,257 $3.2 Million
Q4 2022 Jan 19, 2023	BUY	$56.25 - $64.99 $100,800 - $116,462	1,792 Added 4.01%	46,494 $0
Q3 2022 Oct 12, 2022	BUY	$56.69 - $65.94 $161,283 - $187,599	2,845 Added 6.8%	44,702 $2.54 Million
Q2 2022 Jul 12, 2022	SELL	$61.24 - $72.68 $555,753 - $659,571	-9,075 Reduced 17.82%	41,857 $2.65 Million
Q1 2022 Apr 19, 2022	BUY	$67.73 - $76.65 $134,647 - $152,380	1,988 Added 4.06%	50,932 $3.68 Million
Q4 2021 Jan 26, 2022	BUY	$74.33 - $77.96 $104,433 - $109,533	1,405 Added 2.96%	48,944 $3.76 Million
Q3 2021 Oct 18, 2021	BUY	$75.34 - $79.52 $86,188 - $90,970	1,144 Added 2.47%	47,539 $3.57 Million
Q2 2021 Jul 23, 2021	BUY	$73.48 - $77.31 $173,706 - $182,760	2,364 Added 5.37%	46,395 $3.5 Million
Q1 2021 Apr 19, 2021	BUY	$70.92 - $74.68 $3.12 Million - $3.29 Million	44,031 New	44,031 $3.27 Million
Q4 2020 Jan 25, 2021	SELL	$65.49 - $73.81 $1.81 Million - $2.04 Million	-27,649 Closed	0 $0
Q3 2020 Oct 15, 2020	BUY	$66.21 - $69.64 $1.83 Million - $1.93 Million	27,649 New	27,649 $1.91 Million
Q2 2020 Jul 13, 2020	SELL	$59.53 - $68.92 $1.08 Million - $1.25 Million	-18,192 Closed	0 $0
Q1 2020 Apr 09, 2020	BUY	$54.87 - $75.75 $998,195 - $1.38 Million	18,192 New	18,192 $1.13 Million
Q4 2019 Jan 29, 2020	SELL	$71.94 - $75.68 $584,008 - $614,370	-8,118 Closed	0 $0
Q3 2019 Oct 09, 2019	BUY	$70.31 - $73.75 $570,776 - $598,702	8,118 New	8,118 $584,000

Others Institutions Holding EFAV

# of Institutions

576

Shares Held

37M

Call Options Held

Put Options Held

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About ISHARES MSCI EAFE MIN VOL FACT

Ticker EFAV
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Polaris Wealth Advisory Group, LLC Ishares Msci Eafe Min Vol Fact Transaction History