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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
Q2 		$374K Buy
3,872
+672
+21% +$64.5K 0.04% 74
2026
Q1 		$290K Buy
+3,200
New +$299K 0.03% 80

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Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Plan Inc's IEFA Position: Q2 2026 in Review

Financial Plan Inc increased its iShares Core MSCI EAFE ETF (IEFA) stake by 21% in Q2 2026, buying an estimated $64.5K and bringing the position to 3,872 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #74.

Financial Plan Inc first reported a position in IEFA in Q1 2026 and has held it in 2 quarters since. 2,462 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Financial Plan Inc held 3,872 shares of iShares Core MSCI EAFE ETF worth $374K as of Q2 2026.
  • Financial Plan Inc bought 672 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $64.5K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Financial Plan Inc's portfolio in Q2 2026, its #74 holding.
  • Financial Plan Inc first reported a position in iShares Core MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,462 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.