BFC Planning, Inc.’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

BFC Planning, 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	$2.57M	Buy	26,625 +882	+3%	+$84.7K	0.1%	202
2026 Q1	$2.33M	Buy	25,743 +1,212	+5%	+$113K	0.1%	201
2025 Q4	$2.19M	Buy	24,531 +9,185	+60%	+$812K	0.1%	199
2025 Q3	$1.34M	Sell	15,346 -3,101	-17%	-$263K	0.1%	189
2025 Q2	$1.54M	Sell	18,447 -3,368	-15%	-$267K	0.12%	159
2025 Q1	$1.65M	Buy	21,815 +206	+1%	+$15.4K	0.15%	138
2024 Q4	$1.52M	Buy	+21,609	New	+$1.59M	0.13%	149

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 22.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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 $608B AUM 32.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

BFC Planning, Inc. increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q2 2026, buying an estimated $84.7K and bringing the position to 26,625 shares worth $2.57M. The position accounts for 0.1% of the portfolio, ranked #202.

BFC Planning, Inc. first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,473 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

BFC Planning, Inc. held 26,625 shares of iShares Core MSCI EAFE ETF worth $2.57M as of Q2 2026.
BFC Planning, Inc. bought 882 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $84.7K.
iShares Core MSCI EAFE ETF made up 0.1% of BFC Planning, Inc.'s portfolio in Q2 2026, its #202 holding.
BFC Planning, Inc. first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,473 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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