Peterson Wealth Advisors, LLC Ishares Msci Eafe Min Vol Fact Transaction History

Peterson Wealth Advisors, LLC

$480 Million
Q3 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 23,332 shares of EFAV stock, worth $1.65 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

23,332

Previous 22,879 1.98%

Holding current value

$1.65 Million

Previous $1.59 Million 12.8%

% of portfolio

0.37%

Previous 0.36%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$69.31 - $77.34 $31,397 - $35,035	453 Added 1.98%	23,332 $1.79 Million
Q2 2024 Jul 18, 2024	SELL	$67.82 - $72.36 $60,698 - $64,762	-895 Reduced 3.76%	22,879 $1.59 Million
Q1 2024 Apr 15, 2024	SELL	$67.46 - $71.15 $104,697 - $110,424	-1,552 Reduced 6.13%	23,774 $1.69 Million
Q4 2023 Jan 10, 2024	SELL	$63.1 - $69.34 $24,167 - $26,557	-383 Reduced 1.49%	25,326 $1.76 Million
Q3 2023 Oct 05, 2023	SELL	$65.15 - $69.15 $346,858 - $368,154	-5,324 Reduced 17.16%	25,709 $1.68 Million
Q2 2023 Jul 13, 2023	SELL	$66.75 - $70.85 $429,536 - $455,919	-6,435 Reduced 17.17%	31,033 $2.09 Million
Q1 2023 Apr 06, 2023	SELL	$63.8 - $67.65 $160,648 - $170,342	-2,518 Reduced 6.3%	37,468 $2.53 Million
Q4 2022 Jan 20, 2023	SELL	$56.25 - $64.99 $796,781 - $920,583	-14,165 Reduced 26.16%	39,986 $0
Q3 2022 Oct 17, 2022	SELL	$56.69 - $65.94 $520,697 - $605,658	-9,185 Reduced 14.5%	54,151 $3.09 Million
Q2 2022 Jul 21, 2022	SELL	$61.24 - $72.68 $204,664 - $242,896	-3,342 Reduced 5.01%	63,336 $4.01 Million
Q1 2022 Apr 21, 2022	SELL	$67.73 - $76.65 $474,651 - $537,163	-7,008 Reduced 9.51%	66,678 $4.81 Million
Q4 2021 Jan 25, 2022	SELL	$74.33 - $77.96 $1.08 Million - $1.13 Million	-14,498 Reduced 16.44%	73,686 $5.66 Million
Q3 2021 Oct 21, 2021	SELL	$75.34 - $79.52 $24.2 Million - $25.6 Million	-321,354 Reduced 78.47%	88,184 $6.64 Million
Q2 2021 Aug 02, 2021	BUY	$73.48 - $77.31 $3.36 Million - $3.53 Million	45,691 Added 12.56%	409,538 $30.9 Million
Q1 2021 Apr 28, 2021	BUY	$70.92 - $74.68 $1.62 Million - $1.71 Million	22,894 Added 6.71%	363,847 $26.6 Million
Q4 2020 Jan 25, 2021	BUY	$65.49 - $73.81 $1.15 Million - $1.29 Million	17,515 Added 5.42%	340,953 $25 Million
Q3 2020 Oct 20, 2020	SELL	$66.21 - $69.64 $116,993 - $123,053	-1,767 Reduced 0.54%	323,438 $22 Million
Q2 2020 Jul 20, 2020	BUY	$59.53 - $68.92 $1.72 Million - $1.99 Million	28,939 Added 9.77%	325,205 $21.5 Million
Q1 2020 Apr 21, 2020	SELL	$54.87 - $75.75 $379,151 - $523,432	-6,910 Reduced 2.28%	296,266 $18.4 Million
Q4 2019 Jan 23, 2020	BUY	$71.94 - $75.68 $367,973 - $387,103	5,115 Added 1.72%	303,176 $22.6 Million
Q3 2019 Oct 17, 2019	BUY	$70.31 - $73.75 $650,719 - $682,556	9,255 Added 3.2%	298,061 $21.8 Million
Q2 2019 Jul 15, 2019	BUY	$70.31 - $73.27 $1.31 Million - $1.37 Million	18,640 Added 6.9%	288,806 $21 Million
Q1 2019 Apr 16, 2019	BUY	$66.36 - $72.4 $1.06 Million - $1.16 Million	16,045 Added 6.31%	270,166 $19.5 Million
Q4 2018 Jan 29, 2019	BUY	$65.01 - $72.73 $1.67 Million - $1.86 Million	25,633 Added 11.22%	254,121 $16.9 Million
Q3 2018 Oct 17, 2018	BUY	$70.42 - $73.23 $1.17 Million - $1.21 Million	16,551 Added 7.81%	228,488 $16.6 Million
Q2 2018 Jul 18, 2018	BUY	$70.89 - $74.83 $588,954 - $621,687	8,308 Added 4.08%	211,937 $15.1 Million
Q1 2018 Apr 20, 2018	BUY	$70.61 - $76.47 $3.63 Million - $3.93 Million	51,367 Added 33.74%	203,629 $15 Million
Q4 2017 Mar 19, 2018	BUY	$71.02 - $73.23 $10.8 Million - $11.2 Million	152,262	152,262 $11.1 Million

Others Institutions Holding EFAV

# of Institutions

509

Shares Held

54.9M

Call Options Held

Put Options Held

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About ISHARES MSCI EAFE MIN VOL FACT

Ticker EFAV
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Peterson Wealth Advisors, LLC Ishares Msci Eafe Min Vol Fact Transaction History