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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.47K	Sell	22 -169	-88%	-$11.1K	﹤0.01%	172
2022 Q4	$11.8K	Buy	191 +169	+768%	+$9.95K	0.01%	150
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	199
2022 Q2	$1K	Sell	22 -24	-52%	-$1.54K	﹤0.01%	206
2022 Q1	$3K	Hold	46	–	–	﹤0.01%	199
2021 Q4	$3K	Hold	46	–	–	﹤0.01%	209
2021 Q3	$3K	Hold	46	–	–	﹤0.01%	195
2021 Q2	$3K	Buy	+46	New	+$3.47K	﹤0.01%	188

Other funds holding IEFA

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Clear Perspectives Financial Planning reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 88% in Q1 2023, selling an estimated $11.1K and leaving 22 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Clear Perspectives Financial Planning first reported a position in IEFA in Q2 2021 and has held it in 8 quarters since. The position peaked at $11.8K in Q4 2022. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

Clear Perspectives Financial Planning held 22 shares of iShares Core MSCI EAFE ETF worth $1.47K as of Q1 2023.
Clear Perspectives Financial Planning sold 169 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $11.1K.
iShares Core MSCI EAFE ETF made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #172 holding.
Clear Perspectives Financial Planning first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 8 quarters since.
Clear Perspectives Financial Planning's iShares Core MSCI EAFE ETF position peaked at $11.8K in Q4 2022.
1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

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