Laurel Wealth Planning LLC Ishares Msci Eafe Min Vol Fact Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 01, 2023	SELL	$56.25 - $64.99 $7,593 - $8,773	-135 Reduced 11.9%	999 $63,000
Q3 2022 Nov 02, 2022	SELL	$56.69 - $65.94 $5,725 - $6,659	-101 Reduced 8.18%	1,134 $65,000
Q2 2022 Aug 09, 2022	SELL	$61.24 - $72.68 $154,937 - $183,880	-2,530 Reduced 67.2%	1,235 $78,000
Q1 2022 Apr 28, 2022	SELL	$67.73 - $76.65 $50,932 - $57,640	-752 Reduced 16.65%	3,765 $272,000
Q4 2021 Feb 01, 2022	SELL	$74.33 - $77.96 $161,593 - $169,485	-2,174 Reduced 32.49%	4,517 $347,000
Q3 2021 Nov 12, 2021	BUY	$75.34 - $79.52 $12,355 - $13,041	164 Added 2.51%	6,691 $504,000
Q2 2021 Aug 09, 2021	BUY	$73.48 - $77.31 $15,945 - $16,776	217 Added 3.44%	6,527 $493,000
Q1 2021 May 06, 2021	SELL	$70.92 - $74.68 $18,368 - $19,342	-259 Reduced 3.94%	6,310 $461,000
Q4 2020 Feb 08, 2021	BUY	$65.49 - $73.81 $430,203 - $484,857	6,569 New	6,569 $482,000

Others Institutions Holding EFAV

# of Institutions

502

Shares Held

54.8M

Call Options Held

0

Put Options Held

0

About ISHARES MSCI EAFE MIN VOL FACT

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