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Abacus Planning Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Abacus Planning Group’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
Q2 		$2.02M Buy
19,428
+184
+1% +$18.9K 0.25% 54
2026
Q1 		$1.87M Sell
19,244
-203
-1% -$20.3K 0.25% 55
2025
Q4 		$1.87M Sell
19,447
-334
-2% -$31.7K 0.25% 53
2025
Q3 		$1.85M Sell
19,781
-308
-2% -$28K 0.25% 55
2025
Q2 		$1.8M Sell
20,089
-3,600
-15% -$307K 0.27% 53
2025
Q1 		$1.94M Hold
23,689
– – 0.34% 43
2024
Q4 		$1.79M Buy
23,689
+2,396
+11% +$190K 0.32% 46
2024
Q3 		$1.78M Hold
21,293
– – 0.32% 44
2024
Q2 		$1.67M Sell
21,293
-1,281
-6% -$101K 0.32% 45
2024
Q1 		$1.8M Sell
22,574
-1,736
-7% -$133K 0.35% 40
2023
Q4 		$1.83M Sell
24,310
-2,342
-9% -$166K 0.39% 37
2023
Q3 		$1.84M Sell
26,652
-2,453
-8% -$176K 0.45% 33
2023
Q2 		$2.11M Sell
29,105
-759
-3% -$55.1K 0.51% 32
2023
Q1 		$2.14M Hold
29,864
– – 0.55% 33
2022
Q4 		$1.96M Sell
29,864
-1,669
-5% -$105K 0.54% 36
2022
Q3 		$1.77M Sell
31,533
-3,184
-9% -$198K 0.53% 34
2022
Q2 		$2.17M Sell
34,717
-2,713
-7% -$185K 0.64% 29
2022
Q1 		$2.75M Sell
37,430
-1,812
-5% -$136K 0.74% 26
2021
Q4 		$3.09M Sell
39,242
-710
-2% -$56.2K 0.82% 23
2021
Q3 		$3.12M Hold
39,952
– – 0.99% 20
2021
Q2 		$3.15M Buy
39,952
+803
+2% +$63.8K 0.96% 19
2021
Q1 		$2.97M Buy
39,149
+295
+0.8% +$22.2K 0.95% 20
2020
Q4 		$2.83M Sell
38,854
-1,697
-4% -$116K 0.88% 18
2020
Q3 		$2.58M Sell
40,551
-2,102
-5% -$135K 0.94% 18
2020
Q2 		$2.6M Sell
42,653
-53,990
-56% -$3.12M 1.06% 17
2020
Q1 		$5.17M Buy
96,643
+47,855
+98% +$3.04M 2.54% 8
2019
Q4 		$3.39M Sell
48,788
-834
-2% -$56.3K 1.56% 10
2019
Q3 		$3.24M Buy
49,622
+2,281
+5% +$147K 1.6% 9
2019
Q2 		$3.11M Buy
47,341
+145
+0.3% +$9.49K 1.87% 9
2019
Q1 		$3.06M Buy
47,196
+2,938
+7% +$185K 1.91% 9
2018
Q4 		$2.6M Buy
44,258
+8,256
+23% +$516K 1.97% 9
2018
Q3 		$2.45M Sell
36,002
-185
-0.5% -$12.5K 1.64% 10
2018
Q2 		$2.42M Sell
36,187
-242
-0.7% -$17K 1.82% 8
2018
Q1 		$2.54M Buy
36,429
+2,320
+7% +$165K 2.07% 8
2017
Q4 		$2.4M Buy
+34,109
New +$2.37M 2.43% 6

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Abacus Planning Group's EFA Position: Q2 2026 in Review

Abacus Planning Group increased its iShares MSCI EAFE ETF (EFA) stake by 0.96% in Q2 2026, buying an estimated $18.9K and bringing the position to 19,428 shares worth $2.02M. The position accounts for 0.25% of the portfolio, ranked #54.

Abacus Planning Group first reported a position in EFA in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.17M in Q1 2020. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Abacus Planning Group held 19,428 shares of iShares MSCI EAFE ETF worth $2.02M as of Q2 2026.
  • Abacus Planning Group bought 184 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $18.9K.
  • iShares MSCI EAFE ETF made up 0.25% of Abacus Planning Group's portfolio in Q2 2026, its #54 holding.
  • Abacus Planning Group first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 35 quarters since.
  • Abacus Planning Group's iShares MSCI EAFE ETF position peaked at $5.17M in Q1 2020.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.