Superior Planning, LLC’s iShares MSCI EAFE ETF EFA Stock Holding History

Superior Planning, LLC’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
2026 Q3	$13K	Buy	+125	New	+$13.2K	0.01%	831

Other funds holding EFA

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Superior Planning, LLC's EFA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares MSCI EAFE ETF (EFA) in Q3 2026: 125 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #831 among its holdings.

1,833 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Superior Planning, LLC held 125 shares of iShares MSCI EAFE ETF worth $13K as of Q3 2026.
iShares MSCI EAFE ETF was a new Superior Planning, LLC position in Q3 2026.
iShares MSCI EAFE ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #831 holding.
1,833 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.