Financial Plan Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Financial Plan Inc’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	$290K	Buy	+3,200	New	+$299K	0.03%	80

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $324B AUM 22.36% 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 $162B AUM 16.35% 1-Year Est. Return

Financial Plan Inc's IEFA Position: Q1 2026 in Review

Financial Plan Inc opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2026: 3,200 shares worth $290K. The stake represents 0.03% of the portfolio and ranks #80 among its holdings.

2,405 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Financial Plan Inc held 3,200 shares of iShares Core MSCI EAFE ETF worth $290K as of Q1 2026.
iShares Core MSCI EAFE ETF was a new Financial Plan Inc position in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.03% of Financial Plan Inc's portfolio in Q1 2026, its #80 holding.
2,405 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.