Lester Murray Antman Dba Simply Rich Ishares Msci Eafe Min Vol Fact Transaction History

Lester Murray Antman Dba Simply Rich

$350 Million
Q4 2024

A detailed history of Lester Murray Antman Dba Simply Rich transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Lester Murray Antman Dba Simply Rich holds 201,949 shares of EFAV stock, worth $15.8 Million. This represents 4.08% of its overall portfolio holdings.

Number of Shares

201,949

Previous 196,340 2.86%

Holding current value

$15.8 Million

Previous $15.1 Million 5.18%

% of portfolio

4.08%

Previous 4.2%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$70.1 - $76.53 $393,190 - $429,256	5,609 Added 2.86%	201,949 $14.3 Million
Q3 2024 Oct 18, 2024	BUY	$69.31 - $77.34 $94,816 - $105,801	1,368 Added 0.7%	196,340 $15.1 Million
Q2 2024 Jul 26, 2024	BUY	$67.82 - $72.36 $392,609 - $418,892	5,789 Added 3.06%	194,972 $13.5 Million
Q1 2024 May 03, 2024	BUY	$67.46 - $71.15 $78,321 - $82,605	1,161 Added 0.62%	189,183 $13.4 Million
Q4 2023 Jan 26, 2024	BUY	$63.1 - $69.34 $11.9 Million - $13 Million	188,022 New	188,022 $13 Million
Q2 2023 Aug 04, 2023	BUY	$66.75 - $70.85 $848,192 - $900,290	12,707 Added 7.56%	180,800 $12.2 Million
Q1 2023 May 05, 2023	SELL	$63.8 - $67.65 $41,278 - $43,769	-647 Reduced 0.38%	168,093 $11.4 Million
Q4 2022 Jan 30, 2023	SELL	$56.25 - $64.99 $23,400 - $27,035	-416 Reduced 0.25%	168,740 $10.7 Million
Q3 2022 Oct 31, 2022	SELL	$56.69 - $65.94 $180,160 - $209,557	-3,178 Reduced 1.84%	169,156 $9.64 Million
Q2 2022 Jul 22, 2022	BUY	$61.24 - $72.68 $25,904 - $30,743	423 Added 0.25%	172,334 $10.9 Million
Q1 2022 May 04, 2022	BUY	$67.73 - $76.65 $59,602 - $67,452	880 Added 0.51%	171,911 $12.4 Million
Q4 2021 Jan 07, 2022	BUY	$74.33 - $77.96 $930,760 - $976,215	12,522 Added 7.9%	171,031 $13.1 Million
Q3 2021 Oct 04, 2021	BUY	$75.34 - $79.52 $11.9 Million - $12.6 Million	158,509 New	158,509 $11.9 Million
Q2 2021 Jul 09, 2021	SELL	$73.48 - $77.31 $10.7 Million - $11.3 Million	-145,893 Closed	0 $0
Q1 2021 May 05, 2021	BUY	$70.92 - $74.68 $255,737 - $269,296	3,606 Added 2.53%	145,893 $10.6 Million
Q4 2020 Feb 01, 2021	SELL	$65.49 - $73.81 $32,286 - $36,388	-493 Reduced 0.35%	142,287 $10.4 Million
Q3 2020 Nov 03, 2020	SELL	$66.21 - $69.64 $58,728 - $61,770	-887 Reduced 0.62%	142,780 $9.73 Million
Q2 2020 Aug 06, 2020	BUY	$59.53 - $68.92 $617,861 - $715,320	10,379 Added 7.79%	143,667 $9.5 Million
Q1 2020 May 06, 2020	SELL	$54.87 - $75.75 $46,145 - $63,705	-841 Reduced 0.63%	133,288 $8.38 Million
Q4 2019 Jan 27, 2020	BUY	$71.94 - $75.68 $85,176 - $89,605	1,184 Added 0.89%	134,129 $9.97 Million
Q3 2019 Nov 01, 2019	BUY	$70.31 - $73.75 $364,768 - $382,615	5,188 Added 4.06%	132,945 $9.75 Million
Q2 2019 Aug 05, 2019	BUY	$70.31 - $73.27 $80,997 - $84,407	1,152 Added 0.91%	127,757 $9.28 Million
Q1 2019 May 01, 2019	BUY	$66.36 - $72.4 $334,388 - $364,823	5,039 Added 4.15%	126,605 $9.12 Million
Q4 2018 Feb 07, 2019	BUY	$65.01 - $72.73 $878,415 - $982,727	13,512 Added 12.5%	121,566 $8.1 Million
Q3 2018 Oct 24, 2018	BUY	$70.42 - $73.23 $80,067 - $83,262	1,137 Added 1.06%	108,054 $7.87 Million
Q2 2018 Aug 02, 2018	BUY	$70.89 - $74.83 $32,042 - $33,823	452 Added 0.42%	106,917 $7.61 Million
Q1 2018 May 01, 2018	BUY	$70.61 - $76.47 $354,603 - $384,032	5,022 Added 4.95%	106,465 $7.85 Million
Q4 2017 Feb 05, 2018	BUY	$71.02 - $73.23 $7.2 Million - $7.43 Million	101,443	101,443 $7.4 Million

Others Institutions Holding EFAV

# of Institutions

522

Shares Held

53.6M

Call Options Held

7.2K

Put Options Held

100

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About ISHARES MSCI EAFE MIN VOL FACT

Ticker EFAV
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Lester Murray Antman Dba Simply Rich Ishares Msci Eafe Min Vol Fact Transaction History