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Efficient Advisors LLC Has $3.18 Million Stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)

Efficient Advisors LLC trimmed its position in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 7.3% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 80,483 shares of the exchange traded fund’s stock after selling 6,333 shares during the quarter. Efficient […]
United States Trivant Custom Portfolio Group Financial Services Wealth Management Clearstead Trust Index Fund The

iShares Core MSCI EAFE ETF (BATS:IEFA) Shares Sold by Efficient Advisors LLC

Efficient Advisors LLC trimmed its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 6.6% during the second quarter, HoldingsChannel.com reports. The fund owned 6,514 shares of the company’s stock after selling 461 shares during the period. Efficient Advisors LLC’s holdings in iShares Core MSCI EAFE ETF were worth $440,000 at the […]
United States Haverford Trust Co Wealth Partners Brown Wealth Management Company Profile Efficient Advisors

Efficient Advisors LLC Acquires 654 Shares of Vanguard Global ex-U.S. Real Estate ETF (NASDAQ:VNQI)

Efficient Advisors LLC lifted its position in shares of Vanguard Global ex-U.S. Real Estate ETF (NASDAQ:VNQI – Free Report) by 4.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,109 shares of the company’s stock after purchasing an […]
United States Ltd Zurich Bank Julius Baer Co Securities Exchange Commission Company Profile Efficient Advisors

Efficient Advisors LLC Acquires 610 Shares of IQ CBRE NextGen Real Estate ETF (NYSEARCA:ROOF)

Efficient Advisors LLC increased its holdings in shares of IQ CBRE NextGen Real Estate ETF (NYSEARCA:ROOF – Free Report) by 5.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,893 shares of the company’s stock after buying an […]
Ci Private Wealth Citadel Advisors Exchange Commission Company Profile Efficient Advisors Gen Real Estate

iShares Floating Rate Bond ETF (BATS:FLOT) Holdings Decreased by Efficient Advisors LLC

Efficient Advisors LLC reduced its stake in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 3.9% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,162 shares of the company’s stock after selling 212 shares during the […]
Crew Capital Management Ltd Demars Financial Group Securities Exchange Commission Baker Tilly Wealth Management Occidental Asset Management Efficient Advisors

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Efficient Advisors LLC Purchases 1,906 Shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Efficient Advisors LLC lifted its position in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 5.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,738 shares of the company’s stock after buying an additional 1,906 shares during the quarter. Efficient […]
Citigroup Inc Exchange Commission York Mellon Corp Efficient Advisors Jpmorgan Chase Co Raymond James Financial Services Advisors Inc

Efficient Advisors LLC Reduces Stake in iShares MSCI EAFE Value ETF (BATS:EFV)

Efficient Advisors LLC reduced its position in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 10.4% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 202,578 shares of the company’s stock after selling 23,573 shares during the period. Efficient Advisors LLC […]
Value Index Fund Moneta Group Investment Advisors Bank Julius Baer Co Morgan Stanley Envestnet Asset Management Inc Exchange Commission

Efficient Advisors LLC Has $67.14 Million Stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Efficient Advisors LLC decreased its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 0.4% during the second quarter, HoldingsChannel reports. The fund owned 888,392 shares of the company’s stock after selling 3,479 shares during the quarter. Vanguard Short-Term Bond ETF comprises about 4.4% of Efficient Advisors LLC’s investment portfolio, making […]
Moneta Group Investment Advisors Jpmorgan Chase Co Efficient Advisors Ltd Zurich Bank Julius Baer Co Exchange Commission

Efficient Advisors LLC Has $5.76 Million Position in iShares Micro-Cap ETF (NYSEARCA:IWC)

Efficient Advisors LLC lessened its position in iShares Micro-Cap ETF (NYSEARCA:IWC – Free Report) by 3.2% during the 2nd quarter, Holdings Channel reports. The firm owned 52,670 shares of the exchange traded fund’s stock after selling 1,768 shares during the quarter. Efficient Advisors LLC’s holdings in iShares Micro-Cap ETF were worth $5,757,000 at the end […]
United States Holdings Channel Company Profile Patriot Investment Management Group Inc Bristlecone Advisors Geneos Wealth Management Inc

iShares National Muni Bond ETF (NYSEARCA:MUB) Shares Sold by Efficient Advisors LLC

Efficient Advisors LLC lowered its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 1.9% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 12,946 shares of the exchange traded fund’s stock after selling 247 shares during the quarter. Efficient Advisors LLC’s holdings in iShares National Muni Bond ETF were […]
Envestnet Asset Management Inc Gateway Advisory Sp National Municipal Bond Fund Wealthfront Advisers First Citizens Bank Trust Co Moneta Group Investment Advisors

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