Clear Perspectives Financial Planning, LLC Ishares Tr Msci Eafe ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$61.48 - $74.59 $24,714 - $29,985	-402 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$76.4 - $81.83 $8,098 - $8,673	-106 Reduced 20.87%	402 $32,000
Q3 2021 Nov 05, 2021	BUY	$76.9 - $82.13 $39,065 - $41,722	508 New	508 $40,000

Others Institutions Holding EFA

# of Institutions

2,050

Shares Held

564M

Call Options Held

65.3M

Put Options Held

115M

Black Rock Inc. New York, NY

103M
Shares

$8.07 Billion
0.19% of portfolio
Bank Of America Corp Charlotte, NC

35.8M
Shares

$2.8 Billion
0.27% of portfolio
Goldman Sachs Group Inc New York, NY

31.7M
Shares

$2.49 Billion
0.46% of portfolio
Morgan Stanley New York, NY

27.7M
Shares

$2.17 Billion
0.18% of portfolio
Jpmorgan Chase & CO New York, NY

27.4M
Shares

$2.15 Billion
0.2% of portfolio

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