CFFP
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Center for Financial Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Center for 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 		$41.9M Sell
433,664
-1,970
-0.5% -$189K 3.91% 6
2026
Q1 		$39.4M Sell
435,634
-665,176
-60% -$62.1M 4.12% 6
2025
Q4 		$98.5M Buy
1,100,810
+8,939
+0.8% +$790K 10.25% 3
2025
Q3 		$95.3M Sell
1,091,871
-7,305
-0.7% -$621K 10.19% 3
2025
Q2 		$91.8M Buy
1,099,176
+7,380
+0.7% +$586K 10.52% 3
2025
Q1 		$82.6M Buy
1,091,796
+25,237
+2% +$1.89M 10.55% 3
2024
Q4 		$75M Buy
1,066,559
+29,207
+3% +$2.15M 10% 2
2024
Q3 		$81M Buy
1,037,352
+12,455
+1% +$932K 10.99% 2
2024
Q2 		$74.4M Buy
1,024,897
+13,801
+1% +$1.02M 10.76% 2
2024
Q1 		$75M Buy
1,011,096
+43,049
+4% +$3.06M 11.22% 2
2023
Q4 		$68.1M Buy
968,047
+21,149
+2% +$1.39M 12.52% 2
2023
Q3 		$60.9M Buy
946,898
+26,758
+3% +$1.79M 13.16% 2
2023
Q2 		$62.1M Sell
920,140
-3,189
-0.3% -$216K 13.04% 2
2023
Q1 		$61.7M Sell
923,329
-2,411
-0.3% -$158K 14.24% 2
2022
Q4 		$57.1M Buy
925,740
+41,119
+5% +$2.42M 13.87% 2
2022
Q3 		$46.6M Buy
884,621
+14,043
+2% +$826K 12.44% 2
2022
Q2 		$51.2M Buy
870,578
+6,361
+0.7% +$408K 13.02% 2
2022
Q1 		$60.1M Buy
864,217
+36,900
+4% +$2.61M 12.32% 2
2021
Q4 		$61.8M Buy
827,317
+41,016
+5% +$3.08M 12.65% 2
2021
Q3 		$58.4M Buy
786,301
+1,841
+0.2% +$140K 14.2% 2
2021
Q2 		$58.7M Sell
784,460
-8,726
-1% -$659K 14.45% 2
2021
Q1 		$57.1M Buy
793,186
+1,192
+0.2% +$85.2K 14.92% 2
2020
Q4 		$54.7M Sell
791,994
-17,144
-2% -$1.11M 15.5% 2
2020
Q3 		$48.8M Sell
809,138
-11,319
-1% -$683K 15.69% 2
2020
Q2 		$46.9M Sell
820,457
-2,532
-0.3% -$137K 16.38% 1
2020
Q1 		$41.1M Sell
822,989
-46,383
-5% -$2.76M 13.89% 2
2019
Q4 		$56.7M Buy
+869,372
New +$55.1M 14.21% 2

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Center for Financial Planning reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.45% in Q2 2026, selling an estimated $189K and leaving 433,664 shares worth $41.9M. The position accounts for 3.91% of the portfolio, ranked #6.

Center for Financial Planning first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $98.5M in Q4 2025. 1,682 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Center for Financial Planning held 433,664 shares of iShares Core MSCI EAFE ETF worth $41.9M as of Q2 2026.
  • Center for Financial Planning sold 1,970 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $189K.
  • iShares Core MSCI EAFE ETF made up 3.91% of Center for Financial Planning's portfolio in Q2 2026, its #6 holding.
  • Center for Financial Planning first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's iShares Core MSCI EAFE ETF position peaked at $98.5M in Q4 2025.
  • 1,682 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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