Avantax Planning Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Avantax Planning Partners’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	$477K	Sell	4,943 -92	-2%	-$8.84K	0.01%	296
2026 Q1	$456K	Sell	5,035 -154	-3%	-$14.4K	0.01%	289
2025 Q4	$464K	Sell	5,189 -174	-3%	-$15.4K	0.01%	284
2025 Q3	$468K	Buy	5,363 +363	+7%	+$30.8K	0.01%	279
2025 Q2	$417K	Buy	5,000 +1,459	+41%	+$116K	0.01%	290
2025 Q1	$268K	Buy	3,541 +320	+10%	+$23.9K	0.01%	360
2024 Q4	$226K	Sell	3,221 -282	-8%	-$20.8K	0.01%	388
2024 Q3	$273K	Buy	+3,503	New	+$262K	0.01%	349
2024 Q2	–	Sell	-2,998	Closed	-$223K	–	484
2024 Q1	$223K	Buy	+2,998	New	+$213K	0.01%	425
2023 Q3	–	Sell	-3,215	Closed	-$217K	–	377
2023 Q2	$217K	Sell	3,215 -1,263	-28%	-$85.7K	0.01%	346
2023 Q1	$299K	Sell	4,478 -1,059	-19%	-$69.4K	0.01%	295
2022 Q4	$341K	Sell	5,537 -1,091	-16%	-$64.2K	0.01%	282
2022 Q3	$349K	Sell	6,628 -552	-8%	-$32.5K	0.02%	264
2022 Q2	$423K	Sell	7,180 -2,390	-25%	-$153K	0.02%	232
2022 Q1	$665K	Buy	9,570 +813	+9%	+$57.5K	0.03%	199
2021 Q4	$654K	Buy	8,757 +2,083	+31%	+$157K	0.03%	192
2021 Q3	$496K	Buy	6,674 +1,147	+21%	+$87.3K	0.02%	198
2021 Q2	$414K	Buy	5,527 +2,747	+99%	+$207K	0.02%	214
2021 Q1	$200K	Buy	+2,780	New	+$199K	0.01%	299
2020 Q1	–	Sell	-3,586	Closed	-$234K	–	293
2019 Q4	$234K	Sell	3,586 -405	-10%	-$25.7K	0.01%	266
2019 Q3	$244K	Buy	3,991 +81	+2%	+$4.89K	0.02%	266
2019 Q2	$241K	Buy	3,910 +117	+3%	+$7.17K	0.02%	263
2019 Q1	$231K	Sell	3,793 -361	-9%	-$21.3K	0.02%	260
2018 Q4	$228K	Buy	4,154 +1,241	+43%	+$72.8K	0.02%	239
2018 Q3	$187K	Buy	+2,913	New	+$186K	0.02%	248
2018 Q2	–	Sell	-1,940	Closed	-$128K	–	799
2018 Q1	$128K	Buy	+1,940	New	+$130K	0.01%	363

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

Avantax Planning Partners's IEFA Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q2 2026, selling an estimated $8.84K and leaving 4,943 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #296.

Avantax Planning Partners first reported a position in IEFA in Q1 2018 and has held it in 26 quarters since. The position peaked at $665K in Q1 2022. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Avantax Planning Partners held 4,943 shares of iShares Core MSCI EAFE ETF worth $477K as of Q2 2026.
Avantax Planning Partners sold 92 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $8.84K.
iShares Core MSCI EAFE ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #296 holding.
Avantax Planning Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 26 quarters since.
Avantax Planning Partners's iShares Core MSCI EAFE ETF position peaked at $665K in Q1 2022.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.