CCA
EFAV icon

Clearwater Capital Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Clearwater Capital 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
2018
Q2 		– Sell
-440
Closed -$32K – 277
2018
Q1 		$32K Buy
+440
New +$32.5K 0.01% 334

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Clearwater Capital Advisors's EFAV Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2018, closing a stake of 440 shares — an estimated $32K sold.

Clearwater Capital Advisors first reported a position in EFAV in Q1 2018 and held it in 1 quarter. The position peaked at $32K in Q1 2018. 341 funds tracked by Wall St. Rank hold EFAV as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 440 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2018, an estimated $32K.
  • Clearwater Capital Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $32K in Q1 2018.
  • 341 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.