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

2,100

Shares Held

568M

Call Options Held

67.1M

Put Options Held

106M

Black Rock Inc. New York, NY

107M
Shares

$8.51 Billion
0.19% of portfolio
Bank Of America Corp Charlotte, NC

36.5M
Shares

$2.89 Billion
0.26% of portfolio
Goldman Sachs Group Inc New York, NY

33M
Shares

$2.62 Billion
0.45% of portfolio
Morgan Stanley New York, NY

25.1M
Shares

$1.99 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

24.2M
Shares

$1.92 Billion
0.17% of portfolio

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