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Center for Financial Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Center for Financial Planning’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 		$357K Sell
3,432
-1,671
-33% -$172K 0.03% 130
2026
Q1 		$496K Hold
5,103
– – 0.05% 109
2025
Q4 		$490K Hold
5,103
– – 0.05% 107
2025
Q3 		$476K Hold
5,103
– – 0.05% 115
2025
Q2 		$456K Hold
5,103
– – 0.05% 106
2025
Q1 		$417K Hold
5,103
– – 0.05% 107
2024
Q4 		$386K Hold
5,103
– – 0.05% 107
2024
Q3 		$427K Hold
5,103
– – 0.06% 100
2024
Q2 		$400K Sell
5,103
-6
-0.1% -$475 0.06% 101
2024
Q1 		$408K Buy
5,109
+6
+0.1% +$459 0.06% 101
2023
Q4 		$385K Sell
5,103
-125
-2% -$8.84K 0.07% 100
2023
Q3 		$360K Hold
5,228
– – 0.08% 96
2023
Q2 		$379K Sell
5,228
-443
-8% -$32.2K 0.08% 94
2023
Q1 		$406K Sell
5,671
-67
-1% -$4.69K 0.09% 87
2022
Q4 		$377K Hold
5,738
– – 0.09% 89
2022
Q3 		$321K Sell
5,738
-740
-11% -$46.1K 0.09% 92
2022
Q2 		$405K Buy
6,478
+2,106
+48% +$143K 0.1% 83
2022
Q1 		$322K Sell
4,372
-120
-3% -$8.97K 0.07% 105
2021
Q4 		$353K Buy
4,492
+120
+3% +$9.5K 0.07% 99
2021
Q3 		$341K Sell
4,372
-826
-16% -$66.1K 0.08% 93
2021
Q2 		$410K Sell
5,198
-75
-1% -$5.96K 0.1% 86
2021
Q1 		$400K Buy
5,273
+449
+9% +$33.8K 0.1% 85
2020
Q4 		$352K Sell
4,824
-6
-0.1% -$410 0.1% 85
2020
Q3 		$307K Sell
4,830
-434
-8% -$27.8K 0.1% 88
2020
Q2 		$320K Sell
5,264
-1,402
-21% -$81.1K 0.11% 79
2020
Q1 		$356K Sell
6,666
-20,611
-76% -$1.31M 0.12% 74
2019
Q4 		$1.89M Buy
+27,277
New +$1.84M 0.47% 16

Other funds holding EFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Center for Financial Planning's EFA Position: Q2 2026 in Review

Center for Financial Planning reduced its iShares MSCI EAFE ETF (EFA) stake by 33% in Q2 2026, selling an estimated $172K and leaving 3,432 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #130.

Center for Financial Planning first reported a position in EFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.89M in Q4 2019. 1,207 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Center for Financial Planning held 3,432 shares of iShares MSCI EAFE ETF worth $357K as of Q2 2026.
  • Center for Financial Planning sold 1,671 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $172K.
  • iShares MSCI EAFE ETF made up 0.03% of Center for Financial Planning's portfolio in Q2 2026, its #130 holding.
  • Center for Financial Planning first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's iShares MSCI EAFE ETF position peaked at $1.89M in Q4 2019.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.