Wealth Shield Partners, LLC Ishares Msci Eafe Min Vol Fact Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$75.34 - $79.52 $889,916 - $939,290	-11,812 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$73.48 - $77.31 $17,635 - $18,554	240 Added 2.07%	11,812 $892,000
Q1 2021 May 17, 2021	SELL	$70.92 - $74.68 $210,419 - $221,575	-2,967 Reduced 20.41%	11,572 $845,000
Q4 2020 Feb 16, 2021	BUY	$65.49 - $73.81 $952,159 - $1.07 Million	14,539 New	14,539 $1.07 Million
Q2 2020 Aug 13, 2020	SELL	$59.53 - $68.92 $61,256 - $70,918	-1,029 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$54.87 - $75.75 $31,989 - $44,162	-583 Reduced 36.17%	1,029 $64,000
Q3 2019 Nov 13, 2019	SELL	$70.31 - $73.75 $19,124 - $20,060	-272 Reduced 14.44%	1,612 $118,000
Q2 2019 Aug 12, 2019	SELL	$70.31 - $73.27 $8,577 - $8,938	-122 Reduced 6.08%	1,884 $137,000
Q1 2019 May 14, 2019	SELL	$66.36 - $72.4 $5,574 - $6,081	-84 Reduced 4.02%	2,006 $144,000
Q4 2018 Feb 14, 2019	BUY	$65.01 - $72.73 $7,996 - $8,945	123 Added 6.25%	2,090 $139,000
Q3 2018 Nov 05, 2018	SELL	$70.42 - $73.23 $41,336 - $42,986	-587 Reduced 22.98%	1,967 $143,000
Q2 2018 Aug 02, 2018	SELL	$70.89 - $74.83 $28,639 - $30,231	-404 Reduced 13.66%	2,554 $182,000
Q1 2018 May 11, 2018	SELL	$70.61 - $76.47 $19,417 - $21,029	-275 Reduced 8.51%	2,958 $218,000
Q4 2017 Apr 18, 2018	BUY	$71.02 - $73.23 $229,607 - $236,752	3,233	3,233 $237,000

Others Institutions Holding EFAV

# of Institutions

503

Shares Held

55M

Call Options Held

0

Put Options Held

0

About ISHARES MSCI EAFE MIN VOL FACT

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