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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Consolidated Planning Corp reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 49% in Q1 2026, selling an estimated $452K and leaving 5,109 shares worth $463K. The position accounts for 0.08% of the portfolio, ranked #96.

Consolidated Planning Corp first reported a position in IEFA in Q4 2019 and has held it in 18 quarters since. The position peaked at $4.05M in Q1 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Consolidated Planning Corp held 5,109 shares of iShares Core MSCI EAFE ETF worth $463K as of Q1 2026.
  • Consolidated Planning Corp sold 4,844 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $452K.
  • iShares Core MSCI EAFE ETF made up 0.08% of Consolidated Planning Corp's portfolio in Q1 2026, its #96 holding.
  • Consolidated Planning Corp first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 18 quarters since.
  • Consolidated Planning Corp's iShares Core MSCI EAFE ETF position peaked at $4.05M in Q1 2024.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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