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Clifford Swan Investment Counsel’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Clifford Swan Investment Counsel’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
2020
Q4 		– Sell
-3,714
Closed -$253K – 321
2020
Q3 		$253K Buy
+3,714
New +$253K 0.01% 280

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clifford Swan Investment Counsel's EFAV Position: Q4 2020 in Review

Clifford Swan Investment Counsel sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2020, closing a stake of 3,714 shares — an estimated $253K sold.

Clifford Swan Investment Counsel first reported a position in EFAV in Q3 2020 and held it in 1 quarter. The position peaked at $253K in Q3 2020. 587 funds tracked by Wall St. Rank hold EFAV as of Q4 2020.

  • Clifford Swan Investment Counsel reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 3,714 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2020, an estimated $253K.
  • Clifford Swan Investment Counsel first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2020 and held it in 1 quarter.
  • Clifford Swan Investment Counsel's iShares MSCI EAFE Min Vol Factor ETF position peaked at $253K in Q3 2020.
  • 587 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2020.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2020, filed 11 Feb 2021.