Wescott Financial Advisory Group, LLC Ishares Msci Eafe Min Vol Fact Transaction History

Wescott Financial Advisory Group, LLC

$822 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	SELL	$63.1 - $69.34 $71,555 - $78,631	-1,134 Reduced 12.66%	7,824 $542,000
Q3 2023 Nov 09, 2023	BUY	$65.15 - $69.15 $41,435 - $43,979	636 Added 7.64%	8,958 $584,000
Q2 2023 Aug 11, 2023	BUY	$66.75 - $70.85 $13,817 - $14,665	207 Added 2.55%	8,322 $561,000
Q1 2023 May 10, 2023	SELL	$63.8 - $67.65 $26,477 - $28,074	-415 Reduced 4.87%	8,115 $548,000
Q4 2022 Feb 06, 2023	BUY	$56.25 - $64.99 $107,493 - $124,195	1,911 Added 28.87%	8,530 $542,000
Q3 2022 Nov 14, 2022	BUY	$56.69 - $65.94 $39,626 - $46,092	699 Added 11.81%	6,619 $377,000
Q2 2022 Jul 28, 2022	SELL	$61.24 - $72.68 $2,449 - $2,907	-40 Reduced 0.67%	5,920 $375,000
Q1 2022 May 16, 2022	BUY	$67.73 - $76.65 $64,546 - $73,047	953 Added 19.03%	5,960 $430,000
Q4 2021 Jan 31, 2022	BUY	$74.33 - $77.96 $11,446 - $12,005	154 Added 3.17%	5,007 $384,000
Q2 2021 Aug 10, 2021	BUY	$73.48 - $77.31 $10,066 - $10,591	137 Added 2.91%	4,853 $375,000
Q1 2021 Jun 25, 2021	BUY	$70.92 - $74.68 $10,283 - $10,828	145 Added 3.17%	4,716 $344,000
Q4 2020 Jun 25, 2021	BUY	$65.49 - $73.81 $299,354 - $337,385	4,571 New	4,571 $336,000

Others Institutions Holding EFAV

# of Institutions

509

Shares Held

54.9M

Call Options Held

0

Put Options Held

0

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