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

Clear Perspectives Financial Planning’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$14.1K	Hold	150	–	–	0.01%	128
2022 Q4	$12.6K	Hold	150	–	–	0.01%	146
2022 Q3	$11K	Sell	150 -210	-58%	-$17.1K	0.01%	138
2022 Q2	$29K	Sell	360 -1,340	-79%	-$116K	0.01%	106
2022 Q1	$164K	Sell	1,700 -4,099	-71%	-$403K	0.06%	56
2021 Q4	$640K	Sell	5,799 -573	-9%	-$62.8K	0.26%	37
2021 Q3	$678K	Sell	6,372 -1,036	-14%	-$114K	0.31%	38
2021 Q2	$795K	Sell	7,408 -653	-8%	-$69.4K	0.38%	36
2021 Q1	$810K	Sell	8,061 -481	-6%	-$48.9K	0.47%	33
2020 Q4	$862K	Buy	+8,542	New	+$808K	0.55%	32

Other funds holding EFG

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Clear Perspectives Financial Planning's EFG Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2023 at 150 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #128.

Clear Perspectives Financial Planning first reported a position in EFG in Q4 2020 and has held it in 10 quarters since. The position peaked at $862K in Q4 2020. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

Clear Perspectives Financial Planning held 150 shares of iShares MSCI EAFE Growth ETF worth $14.1K as of Q1 2023.
Clear Perspectives Financial Planning left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2023.
iShares MSCI EAFE Growth ETF made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #128 holding.
Clear Perspectives Financial Planning first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's iShares MSCI EAFE Growth ETF position peaked at $862K in Q4 2020.
755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.