Clear Perspective Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Clear Perspective Advisors’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$233K	Hold	2,967	–	–	0.07%	158
2021 Q3	$231K	Hold	2,967	–	–	0.08%	154
2021 Q2	$234K	Buy	2,967 +15	+0.5%	+$1.19K	0.08%	151
2021 Q1	$224K	Sell	2,952 -7,675	-72%	-$578K	0.09%	147
2020 Q4	$775K	Sell	10,627 -275	-3%	-$18.8K	0.32%	58
2020 Q3	$2.23K	Hold	10,902	–	–	1.04%	18
2020 Q2	$664K	Hold	10,902	–	–	0.36%	51
2020 Q1	$583K	Sell	10,902 -399	-4%	-$25.3K	0.39%	54
2019 Q4	$785K	Hold	11,301	–	–	0.49%	52
2019 Q3	$737K	Hold	11,301	–	–	0.33%	67
2019 Q2	$743K	Hold	11,301	–	–	0.48%	53
2019 Q1	$733K	Hold	11,301	–	–	0.52%	50
2018 Q4	$664K	Buy	11,301 +449	+4%	+$28K	0.55%	53
2018 Q3	$738K	Buy	10,852 +997	+10%	+$67.3K	0.55%	55
2018 Q2	$660K	Sell	9,855 -85	-0.9%	-$5.96K	0.46%	62
2018 Q1	$693K	Buy	9,940 +15	+0.2%	+$1.07K	0.52%	52
2017 Q4	$698K	Hold	9,925	–	–	0.53%	48
2017 Q3	$680K	Buy	9,925 +1,330	+15%	+$88.9K	0.56%	43
2017 Q2	$560K	Hold	8,595	–	–	0.47%	53
2017 Q1	$535K	Buy	8,595 +2,000	+30%	+$121K	0.35%	61
2016 Q4	$381K	Buy	+6,595	New	+$380K	0.25%	83

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Perspective Advisors's EFA Position: Q4 2021 in Review

Clear Perspective Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q4 2021 at 2,967 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #158.

Clear Perspective Advisors first reported a position in EFA in Q4 2016 and has held it in 21 quarters since. The position peaked at $785K in Q4 2019. 1,777 funds tracked by Wall St. Rank hold EFA as of Q4 2021.

Clear Perspective Advisors held 2,967 shares of iShares MSCI EAFE ETF worth $233K as of Q4 2021.
Clear Perspective Advisors left its iShares MSCI EAFE ETF share count unchanged in Q4 2021.
iShares MSCI EAFE ETF made up 0.07% of Clear Perspective Advisors's portfolio in Q4 2021, its #158 holding.
Clear Perspective Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's iShares MSCI EAFE ETF position peaked at $785K in Q4 2019.
1,777 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.