Clear Perspectives Financial Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Clear Perspectives Financial Planning’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
2022 Q2	–	Sell	-402	Closed	-$30K	–	215
2022 Q1	$30K	Hold	402	–	–	0.01%	118
2021 Q4	$32K	Sell	402 -106	-21%	-$8.39K	0.01%	123
2021 Q3	$40K	Buy	+508	New	+$40.6K	0.02%	110

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Clear Perspectives Financial Planning's EFA Position: Q2 2022 in Review

Clear Perspectives Financial Planning sold out of iShares MSCI EAFE ETF (EFA) in Q2 2022, closing a stake of 402 shares — an estimated $30K sold.

Clear Perspectives Financial Planning first reported a position in EFA in Q3 2021 and held it in 3 quarters. The position peaked at $40K in Q3 2021. 1,676 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

Clear Perspectives Financial Planning reported no remaining iShares MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 402 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $30K.
Clear Perspectives Financial Planning first reported a position in iShares MSCI EAFE ETF in Q3 2021 and held it in 3 quarters.
Clear Perspectives Financial Planning's iShares MSCI EAFE ETF position peaked at $40K in Q3 2021.
1,676 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.