Wescott Financial Advisory Group, LLC Ishares Msci Emerging Markets Transaction History

Wescott Financial Advisory Group, LLC

$822 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	SELL	$39.46 - $43.89 $181,003 - $201,323	-4,587 Reduced 29.16%	11,143 $477,000
Q3 2023 Nov 09, 2023	BUY	$40.73 - $44.04 $55,759 - $60,290	1,369 Added 9.53%	15,730 $643,000
Q2 2023 Aug 11, 2023	BUY	$40.02 - $42.82 $20,250 - $21,666	506 Added 3.65%	14,361 $596,000
Q1 2023 May 10, 2023	BUY	$39.52 - $44.88 $53,352 - $60,588	1,350 Added 10.8%	13,855 $575,000
Q4 2022 Feb 06, 2023	SELL	$38.04 - $43.31 $153,301 - $174,539	-4,030 Reduced 24.37%	12,505 $513,000
Q3 2022 Nov 14, 2022	BUY	$38.43 - $44.14 $59,489 - $68,328	1,548 Added 10.33%	16,535 $635,000
Q2 2022 Jul 28, 2022	BUY	$42.31 - $49.93 $265,452 - $313,260	6,274 Added 72.01%	14,987 $643,000
Q1 2022 May 16, 2022	BUY	$45.35 - $52.73 $62,265 - $72,398	1,373 Added 18.71%	8,713 $422,000
Q4 2021 Jan 31, 2022	BUY	$49.42 - $53.19 $55,894 - $60,157	1,131 Added 18.22%	7,340 $375,000
Q3 2021 Oct 29, 2021	BUY	$50.52 - $54.46 $2,778 - $2,995	55 Added 0.89%	6,209 $320,000
Q2 2021 Aug 10, 2021	BUY	$51.56 - $55.13 $62,232 - $66,541	1,207 Added 24.4%	6,154 $320,000
Q1 2021 Jun 25, 2021	BUY	$49.27 - $54.48 $37,937 - $41,949	770 Added 18.43%	4,947 $257,000
Q4 2020 Jun 25, 2021	BUY	$43.76 - $49.13 $182,785 - $205,216	4,177 New	4,177 $205,000

Others Institutions Holding EMGF

# of Institutions

133

Shares Held

11.4M

Call Options Held

0

Put Options Held

0

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