Clear Perspectives Financial Planning’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Clear Perspectives Financial Planning’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 Q3	–	Sell	-92	Closed	-$6K	–	212
2022 Q2	$6K	Sell	92 -235	-72%	-$15.8K	﹤0.01%	175
2022 Q1	$24K	Sell	327 -50	-13%	-$3.63K	0.01%	131
2021 Q4	$29K	Sell	377 -8	-2%	-$610	0.01%	128
2021 Q3	$29K	Hold	385	–	–	0.01%	121
2021 Q2	$29K	Sell	385 -200	-34%	-$15.1K	0.01%	122
2021 Q1	$43K	Sell	585 -100	-15%	-$7.34K	0.02%	93
2020 Q4	$50K	Buy	+685	New	+$48.3K	0.03%	85

Other funds holding EFAV

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

WBG

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

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

Clear Perspectives Financial Planning's EFAV Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2022, closing a stake of 92 shares — an estimated $6K sold.

Clear Perspectives Financial Planning first reported a position in EFAV in Q4 2020 and held it in 7 quarters. The position peaked at $50K in Q4 2020. 467 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

Clear Perspectives Financial Planning reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 92 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $6K.
Clear Perspectives Financial Planning first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 7 quarters.
Clear Perspectives Financial Planning's iShares MSCI EAFE Min Vol Factor ETF position peaked at $50K in Q4 2020.
467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.