Sterling Investment Advisors, Ltd. Ishares Msci Eafe Min Vol Fact Transaction History

Sterling Investment Advisors, Ltd.

$370 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 03, 2022	BUY	$67.73 - $76.65 $1,760 - $1,992	26 Added 4.95%	551 $40,000
Q3 2021 Nov 09, 2021	SELL	$75.34 - $79.52 $45,204 - $47,712	-600 Reduced 53.33%	525 $40,000
Q3 2020 Oct 26, 2020	SELL	$66.21 - $69.64 $59,588 - $62,676	-900 Reduced 44.44%	1,125 $77,000
Q2 2020 Jul 24, 2020	SELL	$59.53 - $68.92 $59,530 - $68,920	-1,000 Reduced 33.06%	2,025 $133,000
Q1 2020 Apr 30, 2020	SELL	$54.87 - $75.75 $54,870 - $75,750	-1,000 Reduced 24.84%	3,025 $187,000
Q2 2019 Aug 06, 2019	SELL	$70.31 - $73.27 $379,674 - $395,658	-5,400 Reduced 57.29%	4,025 $292,000
Q4 2018 Jan 18, 2019	SELL	$65.01 - $72.73 $52,008 - $58,184	-800 Reduced 7.82%	9,425 $628,000
Q3 2018 Nov 09, 2018	SELL	$70.42 - $73.23 $70,420 - $73,230	-1,000 Reduced 8.91%	10,225 $744,000
Q2 2018 Jul 26, 2018	BUY	$70.89 - $74.83 $38,989 - $41,156	550 Added 5.15%	11,225 $798,000
Q1 2018 Apr 23, 2018	BUY	$70.61 - $76.47 $551,111 - $596,848	7,805 Added 271.95%	10,675 $787,000
Q4 2017 Jan 29, 2018	BUY	$71.02 - $73.23 $203,827 - $210,170	2,870	2,870 $209,000

Others Institutions Holding EFAV

# of Institutions

509

Shares Held

54.9M

Call Options Held

0

Put Options Held

0

About ISHARES MSCI EAFE MIN VOL FACT

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