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Financial Planning Hawaii’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Financial Planning Hawaii’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 		$343K Hold
3,555
– – 0.18% 95
2026
Q1 		$322K Hold
3,555
– – 0.19% 98
2025
Q4 		$318K Buy
+3,555
New +$314K 0.18% 103

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Financial Planning Hawaii's IEFA Position: Q2 2026 in Review

Financial Planning Hawaii held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 3,555 shares worth $343K. The position accounts for 0.18% of the portfolio, ranked #95.

Financial Planning Hawaii first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. 1,632 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Financial Planning Hawaii held 3,555 shares of iShares Core MSCI EAFE ETF worth $343K as of Q2 2026.
  • Financial Planning Hawaii left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.18% of Financial Planning Hawaii's portfolio in Q2 2026, its #95 holding.
  • Financial Planning Hawaii first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,632 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.