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

Consolidated Planning Corp’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	$713K	Buy	7,379 +2,270	+44%	+$218K	0.1%	91
2026 Q1	$463K	Sell	5,109 -4,844	-49%	-$452K	0.08%	96
2025 Q4	$890K	Buy	9,953 +360	+4%	+$31.8K	0.09%	130
2025 Q3	$838K	Buy	9,593 +1,146	+14%	+$97.4K	0.09%	131
2025 Q2	$705K	Hold	8,447	–	–	0.09%	130
2025 Q1	$639K	Sell	8,447 -243	-3%	-$18.2K	0.09%	132
2024 Q4	$611K	Sell	8,690 -2,643	-23%	-$195K	0.08%	121
2024 Q3	$885K	Sell	11,333 -41,598	-79%	-$3.11M	0.13%	95
2024 Q2	$3.84M	Sell	52,931 -1,638	-3%	-$121K	0.63%	51
2024 Q1	$4.05M	Sell	54,569 -1,518	-3%	-$108K	0.69%	50
2023 Q4	$3.95M	Buy	56,087 +48,239	+615%	+$3.18M	0.73%	42
2023 Q3	$505K	Sell	7,848 -36,405	-82%	-$2.44M	0.11%	108
2023 Q2	$2.99M	Buy	+44,253	New	+$3M	0.63%	55
2022 Q3	–	Sell	-3,441	Closed	-$203K	–	118
2022 Q2	$203K	Hold	3,441	–	–	0.06%	112
2022 Q1	$239K	Sell	3,441 -204	-6%	-$14.4K	0.17%	50
2021 Q4	$272K	Buy	3,645 +854	+31%	+$64.2K	0.18%	49
2021 Q3	$207K	Buy	2,791 +13	+0.5%	+$989	0.13%	59
2021 Q2	$207K	Buy	+2,778	New	+$210K	0.15%	58
2020 Q1	–	Sell	-4,862	Closed	-$317K	–	43
2019 Q4	$317K	Buy	+4,862	New	+$308K	0.31%	28

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

Consolidated Planning Corp's IEFA Position: Q2 2026 in Review

Consolidated Planning Corp increased its iShares Core MSCI EAFE ETF (IEFA) stake by 44% in Q2 2026, buying an estimated $218K and bringing the position to 7,379 shares worth $713K. The position accounts for 0.1% of the portfolio, ranked #91.

Consolidated Planning Corp first reported a position in IEFA in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.05M in Q1 2024. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Consolidated Planning Corp held 7,379 shares of iShares Core MSCI EAFE ETF worth $713K as of Q2 2026.
Consolidated Planning Corp bought 2,270 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $218K.
iShares Core MSCI EAFE ETF made up 0.1% of Consolidated Planning Corp's portfolio in Q2 2026, its #91 holding.
Consolidated Planning Corp first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 19 quarters since.
Consolidated Planning Corp's iShares Core MSCI EAFE ETF position peaked at $4.05M in Q1 2024.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.