Comprehensive Financial Planning’s First Eagle Overseas Equity ETF FEOE Stock Holding History

Comprehensive Financial Planning’s Portfolio FEOE Stock Details FEOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27K	Hold	505	–	–	0.01%	220
2026 Q1	$25.5K	Buy	505 +481	+2,004%	+$24.9K	0.02%	198
2025 Q4	$1.18K	Hold	24	–	–	﹤0.01%	381
2025 Q3	$1.11K	Hold	24	–	–	﹤0.01%	315
2025 Q2	$1.01K	Hold	24	–	–	﹤0.01%	307
2025 Q1	$935	Buy	+24	New	+$899	﹤0.01%	300

Other funds holding FEOE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

Comprehensive Financial Planning held its First Eagle Overseas Equity ETF (FEOE) position steady in Q2 2026 at 505 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #220.

Comprehensive Financial Planning first reported a position in FEOE in Q1 2025 and has held it in 6 quarters since. 157 funds tracked by Wall St. Rank hold FEOE as of Q2 2026.

Comprehensive Financial Planning held 505 shares of First Eagle Overseas Equity ETF worth $27K as of Q2 2026.
Comprehensive Financial Planning left its First Eagle Overseas Equity ETF share count unchanged in Q2 2026.
First Eagle Overseas Equity ETF made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #220 holding.
Comprehensive Financial Planning first reported a position in First Eagle Overseas Equity ETF in Q1 2025 and has held it in 6 quarters since.
157 funds tracked by Wall St. Rank held First Eagle Overseas Equity ETF as of Q2 2026.

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