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

939

Shares Held

265M

Call Options Held

1.5M

Put Options Held

Envestnet Asset Management Inc

36.8M
Shares

$1.95 Billion
0.76% of portfolio
Jones Financial Companies Lllp

14.7M
Shares

$780 Million
1.09% of portfolio
Us Bancorp \De\

11.5M
Shares

$611 Million
0.87% of portfolio
Jpmorgan Chase & CO New York, NY

10.7M
Shares

$569 Million
0.05% of portfolio
Jane Street Group, LLC New York, NY

9.91M
Shares

$525 Million
0.74% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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