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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,116
Closed -$887K – 174
2023
Q1 		$887K Sell
13,116
-929
-7% -$61.2K 0.03% 140
2022
Q4 		$893K Buy
+14,045
New +$858K 0.03% 139
2022
Q3 		– Sell
-22,971
Closed -$1.45M – 99
2022
Q2 		$1.45M Sell
22,971
-4,828
-17% -$324K 0.06% 117
2022
Q1 		$2M Sell
27,799
-2,721
-9% -$197K 0.07% 106
2021
Q4 		$2.34M Sell
30,520
-3,637
-11% -$277K 0.09% 94
2021
Q3 		$2.57M Sell
34,157
-9,709
-22% -$754K 0.1% 86
2021
Q2 		$3.31M Sell
43,866
-22,404
-34% -$1.69M 0.14% 71
2021
Q1 		$4.84M Sell
66,270
-195,867
-75% -$14.4M 0.23% 54
2020
Q4 		$19.2M Buy
262,137
+38,635
+17% +$2.72M 0.94% 31
2020
Q3 		$15.2M Buy
223,502
+32,695
+17% +$2.23M 0.86% 35
2020
Q2 		$12.6M Buy
+190,807
New +$12.4M 0.77% 36
2015
Q3 		– Sell
-7,624
Closed -$498K – 123
2015
Q2 		$498K Buy
+7,624
New +$517K 0.1% 108

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's EFAV Position: Q2 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2023, closing a stake of 13,116 shares — an estimated $887K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in EFAV in Q2 2015 and held it in 12 quarters. The position peaked at $19.2M in Q4 2020. 474 funds tracked by Wall St. Rank hold EFAV as of Q2 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 13,116 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2023, an estimated $887K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2015 and held it in 12 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $19.2M in Q4 2020.
  • 474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.