Clark Asset Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Clark Asset Management’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
2026 Q2	$947K	Hold	10,799	–	–	0.07%	99
2026 Q1	$987K	Hold	10,799	–	–	0.09%	79
2025 Q4	$931K	Hold	10,799	–	–	0.1%	78
2025 Q3	$916K	Hold	10,799	–	–	0.11%	75
2025 Q2	$908K	Hold	10,799	–	–	0.12%	68
2025 Q1	$841K	Buy	+10,799	New	+$806K	0.14%	58

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Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return