W.G. Shaheen & Associates Dba Whitney & CO Ishares Msci Eafe Min Vol Fact Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$915 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	$65.01 - $72.73 $12,351 - $13,818	-190 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$70.89 - $74.83 $13,469 - $14,217	190 New	190 $14,000

Others Institutions Holding EFAV

# of Institutions

509

Shares Held

54.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

22.8M
Shares

$1.64 Billion
0.15% of portfolio
Black Rock Inc. New York, NY

4.57M
Shares

$329 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.1M
Shares

$152 Million
0.01% of portfolio
Envestnet Asset Management Inc

2.02M
Shares

$146 Million
0.05% of portfolio
Northwestern Mutual Wealth Management CO

1.33M
Shares

$96 Million
0.09% of portfolio

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About ISHARES MSCI EAFE MIN VOL FACT

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