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Essential Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Essential Planning’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
2025
Q1 		– Sell
-65,260
Closed -$5.17M – 139
2024
Q4 		$5.17M Buy
+65,260
New +$5.17M 0.03% 116

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Essential Planning's EFA Position: Q1 2025 in Review

Essential Planning sold out of iShares MSCI EAFE ETF (EFA) in Q1 2025, closing a stake of 65,260 shares — an estimated $5.17M sold.

Essential Planning first reported a position in EFA in Q4 2024 and held it in 1 quarter. The position peaked at $5.17M in Q4 2024. 1,958 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Essential Planning reported no remaining iShares MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 65,260 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $5.17M.
  • Essential Planning first reported a position in iShares MSCI EAFE ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares MSCI EAFE ETF position peaked at $5.17M in Q4 2024.
  • 1,958 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.