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Cornerstone Planning Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cornerstone Planning Group’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 		$34.8K Buy
359
+17
+5% +$1.63K ﹤0.01% 495
2026
Q1 		$32.6K Buy
342
+1
+0.3% +$93 ﹤0.01% 519
2025
Q4 		$32.2K Sell
341
-63
-16% -$5.57K 0.01% 454
2025
Q3 		$35.7K Buy
404
+48
+13% +$4.08K 0.01% 417
2025
Q2 		$29.5K Buy
356
+6
+2% +$476 0.01% 339
2025
Q1 		$26.9K Hold
350
– – 0.01% 346
2024
Q4 		$25.8K Sell
350
-71
-17% -$5.24K 0.01% 275
2024
Q3 		$31.5K Sell
421
-708
-63% -$53K 0.01% 240
2024
Q2 		$79.1K Buy
1,129
+88
+8% +$6.48K 0.02% 151
2024
Q1 		$76.4K Buy
1,041
+30
+3% +$2.14K 0.02% 129
2023
Q4 		$71.1K Sell
1,011
-94
-9% -$6.2K 0.02% 144
2023
Q3 		$71.1K Buy
1,105
+50
+5% +$3.35K 0.03% 140
2023
Q2 		$71.2K Buy
+1,055
New +$71.5K 0.03% 184
2022
Q4 		$99.1K Buy
+1,501
New +$88.3K 0.04% 158

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Cornerstone Planning Group's IEFA Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5% in Q2 2026, buying an estimated $1.63K and bringing the position to 359 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Cornerstone Planning Group first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $99.1K in Q4 2022. 1,794 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Cornerstone Planning Group held 359 shares of iShares Core MSCI EAFE ETF worth $34.8K as of Q2 2026.
  • Cornerstone Planning Group bought 17 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.63K.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #495 holding.
  • Cornerstone Planning Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares Core MSCI EAFE ETF position peaked at $99.1K in Q4 2022.
  • 1,794 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.