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

Comprehensive 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	$28.6K	Hold	296	–	–	0.02%	215
2026 Q1	$26.8K	Sell	296 -210	-42%	-$19.6K	0.02%	195
2025 Q4	$45.3K	Buy	506 +210	+71%	+$18.6K	0.03%	162
2025 Q3	$25.8K	Sell	296 -213	-42%	-$18.1K	0.02%	197
2025 Q2	$42.5K	Hold	509	–	–	0.03%	160
2025 Q1	$38.5K	Buy	509 +82	+19%	+$6.13K	0.04%	148
2024 Q4	$30K	Buy	+427	New	+$31.5K	0.03%	182

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Comprehensive Financial Planning held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 296 shares worth $28.6K. The position accounts for 0.02% of the portfolio, ranked #215.

Comprehensive Financial Planning first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.3K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Comprehensive Financial Planning held 296 shares of iShares Core MSCI EAFE ETF worth $28.6K as of Q2 2026.
Comprehensive Financial Planning left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #215 holding.
Comprehensive Financial Planning first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's iShares Core MSCI EAFE ETF position peaked at $45.3K in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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