CPL
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Capital & Planning LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Capital & 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
Q2 		– Sell
-155
Closed -$14K – 88
2026
Q1 		$14K Buy
+155
New +$14.5K 0.01% 88
2025
Q1 		– Sell
-155
Closed -$10.9K – 98
2024
Q4 		$10.9K Buy
+155
New +$11.4K 0.01% 92

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Capital & Planning LLC's IEFA Position: Q2 2026 in Review

Capital & Planning LLC sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 155 shares — an estimated $14K sold.

Capital & Planning LLC first reported a position in IEFA in Q4 2024 and held it in 2 quarters. The position peaked at $14K in Q1 2026. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Capital & Planning LLC reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 155 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $14K.
  • Capital & Planning LLC first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's iShares Core MSCI EAFE ETF position peaked at $14K in Q1 2026.
  • 2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.