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

Comprehensive 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 		$20K Buy
192
+3
+2% +$309 0.01% 244
2026
Q1 		$18.4K Buy
189
+144
+320% +$14.4K 0.01% 225
2025
Q4 		$4.33K Buy
45
+1
+2% +$95 ﹤0.01% 320
2025
Q3 		$4.14K Hold
44
– – ﹤0.01% 282
2025
Q2 		$3.96K Buy
44
+1
+2% +$85 ﹤0.01% 273
2025
Q1 		$3.56K Sell
43
-1
-2% -$81 ﹤0.01% 266
2024
Q4 		$3.29K Buy
+44
New +$3.48K ﹤0.01% 300

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Comprehensive Financial Planning's EFA Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares MSCI EAFE ETF (EFA) stake by 1.6% in Q2 2026, buying an estimated $309 and bringing the position to 192 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #244.

Comprehensive Financial Planning first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Comprehensive Financial Planning held 192 shares of iShares MSCI EAFE ETF worth $20K as of Q2 2026.
  • Comprehensive Financial Planning bought 3 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $309.
  • iShares MSCI EAFE ETF made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #244 holding.
  • Comprehensive Financial Planning first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.