Clear Creek Financial Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Clear Creek Financial 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
2022 Q1	–	Sell	-2,956	Closed	-$227K	–	346
2021 Q4	$227K	Buy	+2,956	New	+$225K	0.03%	304
2021 Q1	–	Sell	-2,773	Closed	-$203K	–	104
2020 Q4	$203K	Buy	+2,773	New	+$195K	0.04%	276
2020 Q3	–	Sell	-9,559	Closed	-$631K	–	127
2020 Q2	$631K	Sell	9,559 -1,550	-14%	-$101K	0.16%	95
2020 Q1	$711K	Buy	+11,109	New	+$781K	0.27%	56

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Clear Creek Financial Management's EFAV Position: Q1 2022 in Review

Clear Creek Financial Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2022, closing a stake of 2,956 shares — an estimated $227K sold.

Clear Creek Financial Management first reported a position in EFAV in Q1 2020 and held it in 4 quarters. The position peaked at $711K in Q1 2020. 546 funds tracked by Wall St. Rank hold EFAV as of Q1 2022.

Clear Creek Financial Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Clear Creek Financial Management sold 2,956 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2022, an estimated $227K.
Clear Creek Financial Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and held it in 4 quarters.
Clear Creek Financial Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $711K in Q1 2020.
546 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2022.

Based on Clear Creek Financial Management's 13F filing for Q1 2022, filed 2 May 2022.