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

2,116

Shares Held

574M

Call Options Held

74.2M

Put Options Held

110M

Black Rock Inc. New York, NY

107M
Shares

$8.32 Billion
0.19% of portfolio
Bank Of America Corp Charlotte, NC

32.8M
Shares

$2.54 Billion
0.23% of portfolio
Goldman Sachs Group Inc New York, NY

32.4M
Shares

$2.51 Billion
0.45% of portfolio
Morgan Stanley New York, NY

24.8M
Shares

$1.92 Billion
0.15% of portfolio
Northern Trust Corp Chicago, IL

21M
Shares

$1.63 Billion
0.29% of portfolio

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Perspectives Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Perspectives Financial Planning, LLC with notifications on news.

Account