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

Superior Planning, LLC’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
2026 Q3	$275K	Buy	+2,834	New	+$280K	0.11%	137

Other funds holding IEFA

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

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

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

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

TIAA Wealth Investment Management New York $16.6B AUM

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

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

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

Superior Planning, LLC opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 2,834 shares worth $275K. The stake represents 0.11% of the portfolio and ranks #137 among its holdings.

1,994 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Superior Planning, LLC held 2,834 shares of iShares Core MSCI EAFE ETF worth $275K as of Q3 2026.
iShares Core MSCI EAFE ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Core MSCI EAFE ETF made up 0.11% of Superior Planning, LLC's portfolio in Q3 2026, its #137 holding.
1,994 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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