BPI
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BFC Planning, Inc.’s iShares MSCI EAFE ETF EFA Stock Holding History

BFC Planning, Inc.’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
2026
Q2 		$2.08M Buy
19,995
+3,187
+19% +$328K 0.08% 241
2026
Q1 		$1.63M Sell
16,808
-78,521
-82% -$7.86M 0.07% 264
2025
Q4 		$9.15M Buy
95,329
+91,090
+2,149% +$8.64M 0.4% 49
2025
Q3 		$396K Hold
4,239
– – 0.03% 447
2025
Q2 		$379K Sell
4,239
-199
-4% -$17K 0.03% 430
2025
Q1 		$363K Sell
4,438
-393
-8% -$31.7K 0.03% 413
2024
Q4 		$365K Buy
+4,831
New +$383K 0.03% 425

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

BFC Planning, Inc.'s EFA Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares MSCI EAFE ETF (EFA) stake by 19% in Q2 2026, buying an estimated $328K and bringing the position to 19,995 shares worth $2.08M. The position accounts for 0.08% of the portfolio, ranked #241.

BFC Planning, Inc. first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.15M in Q4 2025. 2,279 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • BFC Planning, Inc. held 19,995 shares of iShares MSCI EAFE ETF worth $2.08M as of Q2 2026.
  • BFC Planning, Inc. bought 3,187 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $328K.
  • iShares MSCI EAFE ETF made up 0.08% of BFC Planning, Inc.'s portfolio in Q2 2026, its #241 holding.
  • BFC Planning, Inc. first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s iShares MSCI EAFE ETF position peaked at $9.15M in Q4 2025.
  • 2,279 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.