Action Point Financial Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Action Point 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
2026 Q2	$6.12M	Buy	63,403 +28,340	+81%	+$2.72M	0.62%	42
2026 Q1	$3.17M	Buy	+35,063	New	+$3.27M	2.83%	11

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Action Point Financial Planning's IEFA Position: Q2 2026 in Review

Action Point Financial Planning increased its iShares Core MSCI EAFE ETF (IEFA) stake by 81% in Q2 2026, buying an estimated $2.72M and bringing the position to 63,403 shares worth $6.12M. The position accounts for 0.62% of the portfolio, ranked #42.

Action Point Financial Planning first reported a position in IEFA in Q1 2026 and has held it in 2 quarters since. 2,443 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Action Point Financial Planning held 63,403 shares of iShares Core MSCI EAFE ETF worth $6.12M as of Q2 2026.
Action Point Financial Planning bought 28,340 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.72M.
iShares Core MSCI EAFE ETF made up 0.62% of Action Point Financial Planning's portfolio in Q2 2026, its #42 holding.
Action Point Financial Planning first reported a position in iShares Core MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
2,443 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.