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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,369
Closed -$1.14M – 257
2026
Q1 		$1.14M Buy
15,369
+223
+1% +$16.8K 0.02% 169
2025
Q4 		$1.08M Buy
15,146
+30
+0.2% +$2.08K 0.02% 158
2025
Q3 		$1.03M Sell
15,116
-663
-4% -$43.7K 0.02% 160
2025
Q2 		$1M Sell
15,779
-799
-5% -$48.9K 0.02% 161
2025
Q1 		$977K Sell
16,578
-947
-5% -$53.6K 0.02% 153
2024
Q4 		$920K Buy
17,525
+3,491
+25% +$191K 0.02% 151
2024
Q3 		$807K Sell
14,034
-814
-5% -$44.9K 0.02% 151
2024
Q2 		$788K Sell
14,848
-43
-0.3% -$2.34K 0.02% 147
2024
Q1 		$810K Sell
14,891
-2,538
-15% -$132K 0.02% 143
2023
Q4 		$908K Buy
17,429
+2,003
+13% +$99.1K 0.02% 142
2023
Q3 		$755K Sell
15,426
-3,740
-20% -$185K 0.02% 139
2023
Q2 		$938K Sell
19,166
-980
-5% -$48.2K 0.03% 131
2023
Q1 		$978K Buy
20,146
+7,604
+61% +$368K 0.03% 132
2022
Q4 		$575K Buy
+12,542
New +$544K 0.02% 160
2022
Q3 		– Sell
-14,314
Closed -$621K – 100
2022
Q2 		$621K Sell
14,314
-653
-4% -$31.1K 0.03% 156
2022
Q1 		$752K Buy
14,967
+563
+4% +$28.6K 0.03% 156
2021
Q4 		$726K Buy
14,404
+180
+1% +$9.19K 0.03% 141
2021
Q3 		$723K Hold
14,224
– – 0.03% 179
2021
Q2 		$736K Hold
14,224
– – 0.03% 180
2021
Q1 		$725K Sell
14,224
-404
-3% -$20.1K 0.03% 136
2020
Q4 		$690K Buy
+14,628
New +$645K 0.03% 133
2016
Q1 		– Sell
-17,087
Closed -$795K – 106
2015
Q4 		$795K Sell
17,087
-15,799
-48% -$763K 0.13% 87
2015
Q3 		$1.52M Buy
32,886
+28,017
+575% +$1.41M 0.29% 59
2015
Q2 		$255K Buy
+4,869
New +$269K 0.05% 140

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's EFV Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 15,369 shares — an estimated $1.14M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in EFV in Q2 2015 and held it in 24 quarters. The position peaked at $1.52M in Q3 2015. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 15,369 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.14M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2015 and held it in 24 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $1.52M in Q3 2015.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.