Estate Planners Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Estate Planners 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 Q1	–	Sell	-68	Closed	-$6.05K	–	216
2025 Q4	$6.05K	Buy	+68	New	+$6.01K	﹤0.01%	320

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Estate Planners Group's IEFA Position: Q1 2026 in Review

Estate Planners Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 68 shares — an estimated $6.05K sold.

Estate Planners Group first reported a position in IEFA in Q4 2025 and held it in 1 quarter. The position peaked at $6.05K in Q4 2025. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Estate Planners Group reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 68 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $6.05K.
Estate Planners Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and held it in 1 quarter.
Estate Planners Group's iShares Core MSCI EAFE ETF position peaked at $6.05K in Q4 2025.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.