Burt Wealth Advisors Ishares Msci Eafe Min Vol Fact Transaction History

Burt Wealth Advisors

$395 Million
Q4 2024

A detailed history of Burt Wealth Advisors transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Burt Wealth Advisors holds 283,996 shares of EFAV stock, worth $21.3 Million. This represents 5.09% of its overall portfolio holdings.

Number of Shares

283,996

Previous 286,825 0.99%

Holding current value

$21.3 Million

Previous $22 Million 8.72%

% of portfolio

5.09%

Previous 5.51%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$70.1 - $76.53 $198,312 - $216,503	-2,829 Reduced 0.99%	283,996 $20.1 Million
Q3 2024 Oct 31, 2024	BUY	$69.31 - $77.34 $116,579 - $130,085	1,682 Added 0.59%	286,825 $22 Million
Q2 2024 Jul 16, 2024	SELL	$67.82 - $72.36 $1.12 Million - $1.19 Million	-16,507 Reduced 5.47%	285,143 $19.8 Million
Q1 2024 Apr 18, 2024	BUY	$67.46 - $71.15 $2.08 Million - $2.19 Million	30,846 Added 11.39%	301,650 $21.4 Million
Q4 2023 Feb 01, 2024	BUY	$63.1 - $69.34 $605,633 - $665,525	9,598 Added 3.67%	270,804 $18.8 Million
Q3 2023 Oct 11, 2023	BUY	$65.15 - $69.15 $324,251 - $344,159	4,977 Added 1.94%	261,206 $17 Million
Q2 2023 Jul 18, 2023	BUY	$66.75 - $70.85 $405,773 - $430,697	6,079 Added 2.43%	256,229 $17.3 Million
Q1 2023 Apr 13, 2023	BUY	$63.8 - $67.65 $373,038 - $395,549	5,847 Added 2.39%	250,150 $16.9 Million
Q4 2022 Jan 17, 2023	SELL	$56.25 - $64.99 $15.3 Million - $17.7 Million	-272,567 Reduced 52.73%	244,303 $15.5 Million
Q3 2022 Oct 11, 2022	BUY	$56.69 - $65.94 $634,701 - $738,264	11,196 Added 2.21%	516,870 $29.5 Million
Q2 2022 Jul 29, 2022	SELL	$61.24 - $72.68 $2.29 Million - $2.72 Million	-37,427 Reduced 6.89%	505,674 $32 Million
Q1 2022 Apr 19, 2022	BUY	$67.73 - $76.65 $1.54 Million - $1.74 Million	22,702 Added 4.36%	543,101 $39.2 Million
Q4 2021 Jan 13, 2022	BUY	$74.33 - $77.96 $1.38 Million - $1.45 Million	18,560 Added 3.7%	520,399 $40 Million
Q3 2021 Oct 06, 2021	BUY	$75.34 - $79.52 $642,348 - $677,987	8,526 Added 1.73%	501,839 $37.8 Million
Q2 2021 Jul 14, 2021	BUY	$73.48 - $77.31 $319,564 - $336,221	4,349 Added 0.89%	493,313 $37.3 Million
Q1 2021 Apr 15, 2021	BUY	$70.92 - $74.68 $786,077 - $827,753	11,084 Added 2.32%	488,964 $35.7 Million
Q4 2020 Feb 11, 2021	BUY	$65.49 - $73.81 $481,875 - $543,093	7,358 Added 1.56%	477,880 $35.1 Million
Q3 2020 Nov 10, 2020	BUY	$66.21 - $69.64 $287,748 - $302,655	4,346 Added 0.93%	470,522 $32.1 Million
Q2 2020 Aug 05, 2020	BUY	$59.53 - $68.92 $1.15 Million - $1.33 Million	19,337 Added 4.33%	466,176 $30.8 Million
Q1 2020 Apr 29, 2020	SELL	$54.87 - $75.75 $413,280 - $570,549	-7,532 Reduced 1.66%	446,839 $27.7 Million
Q4 2019 Jan 29, 2020	BUY	$71.94 - $75.68 $158,268 - $166,496	2,200 Added 0.49%	454,371 $33.9 Million
Q3 2019 Oct 31, 2019	SELL	$70.31 - $73.75 $27,350 - $28,688	-389 Reduced 0.09%	452,171 $33.1 Million
Q2 2019 Aug 05, 2019	BUY	$70.31 - $73.27 $73,614 - $76,713	1,047 Added 0.23%	452,560 $32.9 Million
Q1 2019 Apr 24, 2019	BUY	$66.36 - $72.4 $2 Million - $2.18 Million	30,178 Added 7.16%	451,513 $32.5 Million
Q4 2018 Feb 08, 2019	SELL	$65.01 - $72.73 $1.14 Million - $1.27 Million	-17,466 Reduced 3.98%	421,335 $28.1 Million
Q3 2018 Oct 30, 2018	BUY	$70.42 - $73.23 $582,021 - $605,245	8,265 Added 1.92%	438,801 $31.9 Million
Q2 2018 Jul 27, 2018	SELL	$70.89 - $74.83 $321,769 - $339,653	-4,539 Reduced 1.04%	430,536 $30.6 Million
Q1 2018 Apr 24, 2018	BUY	$70.61 - $76.47 $960,507 - $1.04 Million	13,603 Added 3.23%	435,075 $32.1 Million
Q4 2017 Jan 30, 2018	BUY	$71.02 - $73.23 $351,549 - $362,488	4,950 Added 1.19%	421,472 $30.8 Million
Q3 2017 Nov 09, 2017	SELL	$70.55 - $71.06 $600,027 - $604,365	-8,505 Reduced 2.0%	416,522 $29.6 Million
Q2 2017 Aug 07, 2017	BUY	N/A	425,027	425,027 $29.4 Million

Others Institutions Holding EFAV

# of Institutions

520

Shares Held

53.5M

Call Options Held

7.2K

Put Options Held

100

View Full List

About ISHARES MSCI EAFE MIN VOL FACT

Ticker EFAV
Sector ETFs
Industry ETFs

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Burt Wealth Advisors Ishares Msci Eafe Min Vol Fact Transaction History