Clear Perspectives Financial Planning, LLC Msci Eafe Value ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	SELL	$48.8 - $52.57 $1,561 - $1,682	-32 Closed	0 $0
Q2 2021 Aug 05, 2021	BUY	$51.35 - $54.74 $1,643 - $1,751	32 New	32 $2,000

Others Institutions Holding EFV

# of Institutions

1,020

Shares Held

295M

Call Options Held

1.46M

Put Options Held

Envestnet Asset Management Inc

54M
Shares

$2.91 Billion
1.03% of portfolio
Jones Financial Companies Lllp

14.6M
Shares

$790 Million
0.87% of portfolio
Jpmorgan Chase & CO New York, NY

13.2M
Shares

$714 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$689 Million
0.34% of portfolio
Us Bancorp \De\

12.3M
Shares

$665 Million
0.92% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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