Total Clarity Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Total Clarity Wealth 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 Q3	–	Sell	-49	Closed	-$3K	–	418
2022 Q2	$3K	Buy	+49	New	+$3.29K	﹤0.01%	878
2022 Q1	–	Sell	-49	Closed	-$4K	–	394
2021 Q4	$4K	Hold	49	–	–	﹤0.01%	835
2021 Q3	$4K	Buy	+49	New	+$3.81K	﹤0.01%	840
2021 Q2	–	Sell	-49	Closed	-$4K	–	336
2021 Q1	$4K	Buy	+49	New	+$3.6K	﹤0.01%	717
2020 Q1	–	Sell	-49	Closed	-$4K	–	227
2019 Q4	$4K	Buy	+49	New	+$3.65K	﹤0.01%	603

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

Total Clarity Wealth Management's EFAV Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2022, closing a stake of 49 shares — an estimated $3K sold.

Total Clarity Wealth Management first reported a position in EFAV in Q4 2019 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 467 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

Total Clarity Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 49 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $3K.
Total Clarity Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4K in Q4 2021.
467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.