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

2,241

Shares Held

588M

Call Options Held

72.1M

Put Options Held

87M

Black Rock Inc. New York, NY

107M
Shares

$9.1 Billion
0.19% of portfolio
Goldman Sachs Group Inc New York, NY

39.7M
Shares

$3.36 Billion
0.49% of portfolio
Bank Of America Corp Charlotte, NC

36.7M
Shares

$3.11 Billion
0.24% of portfolio
Morgan Stanley New York, NY

23.5M
Shares

$2 Billion
0.13% of portfolio
Jpmorgan Chase & CO New York, NY

22.1M
Shares

$1.87 Billion
0.14% of portfolio

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