Consolidated Planning Corp’s iShares MSCI EAFE ETF EFA Stock Holding History

Consolidated Planning Corp’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 Q1	$646K	Hold	6,655	–	–	0.1%	87
2025 Q4	$639K	Hold	6,655	–	–	0.06%	143
2025 Q3	$621K	Sell	6,655 -643	-9%	-$58.5K	0.07%	139
2025 Q2	$652K	Buy	7,298 +1,979	+37%	+$169K	0.08%	133
2025 Q1	$435K	Buy	5,319 +59	+1%	+$4.75K	0.06%	137
2024 Q4	$398K	Buy	5,260 +1,027	+24%	+$81.3K	0.05%	146
2024 Q3	$354K	Hold	4,233	–	–	0.05%	148
2024 Q2	$332K	Buy	4,233 +1,240	+41%	+$98.2K	0.05%	134
2024 Q1	$239K	Hold	2,993	–	–	0.04%	169
2023 Q4	$226K	Hold	2,993	–	–	0.04%	154
2023 Q3	$206K	Hold	2,993	–	–	0.05%	151
2023 Q2	$217K	Hold	2,993	–	–	0.05%	153
2023 Q1	$214K	Buy	+2,993	New	+$209K	0.06%	116
2022 Q4	–	Sell	-13,599	Closed	-$762K	–	122
2022 Q3	$762K	Buy	+13,599	New	+$848K	0.24%	74
2022 Q2	–	Sell	-3,073	Closed	-$226K	–	118
2022 Q1	$226K	Sell	3,073 -4,762	-61%	-$356K	0.16%	57
2021 Q4	$616K	Buy	7,835 +4,604	+142%	+$365K	0.4%	27
2021 Q3	$252K	Sell	3,231 -74	-2%	-$5.92K	0.16%	47
2021 Q2	$260K	Buy	3,305 +232	+8%	+$18.4K	0.19%	44
2021 Q1	$233K	Hold	3,073	–	–	0.15%	47
2020 Q4	$224K	Buy	+3,073	New	+$210K	0.15%	47
2020 Q1	–	Sell	-3,073	Closed	-$213K	–	42
2019 Q4	$213K	Buy	+3,073	New	+$208K	0.21%	41

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Consolidated Planning Corp's EFA Position: Q1 2026 in Review

Consolidated Planning Corp held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 6,655 shares worth $646K. The position accounts for 0.1% of the portfolio, ranked #87.

Consolidated Planning Corp first reported a position in EFA in Q4 2019 and has held it in 21 quarters since. The position peaked at $762K in Q3 2022. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Consolidated Planning Corp held 6,655 shares of iShares MSCI EAFE ETF worth $646K as of Q1 2026.
Consolidated Planning Corp left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.1% of Consolidated Planning Corp's portfolio in Q1 2026, its #87 holding.
Consolidated Planning Corp first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 21 quarters since.
Consolidated Planning Corp's iShares MSCI EAFE ETF position peaked at $762K in Q3 2022.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.