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Clarus Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Clarus 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
2019
Q3 		– Sell
-1,100
Closed -$80K – 245
2019
Q2 		$80K Hold
1,100
– – 0.06% 221
2019
Q1 		$79K Hold
1,100
– – 0.06% 226
2018
Q4 		$73K Hold
1,100
– – 0.11% 210
2018
Q3 		$80K Buy
1,100
+991
+909% +$71.5K 0.05% 229
2018
Q2 		$8K Buy
+109
New +$8.02K 0.01% 560

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Clarus Wealth Advisors's EFAV Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2019, closing a stake of 1,100 shares — an estimated $80K sold.

Clarus Wealth Advisors first reported a position in EFAV in Q2 2018 and held it in 5 quarters. The position peaked at $80K in Q2 2019. 450 funds tracked by Wall St. Rank hold EFAV as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,100 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2019, an estimated $80K.
  • Clarus Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $80K in Q2 2019.
  • 450 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.