Harbor Asset Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Harbor Asset Planning’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	$68.1K	Sell	705 -572	-45%	-$54.9K	0.05%	189
2026 Q1	$116K	Hold	1,277	–	–	0.1%	122
2025 Q4	$114K	Buy	1,277 +24	+2%	+$2.12K	0.1%	122
2025 Q3	$109K	Hold	1,253	–	–	0.1%	128
2025 Q2	$105K	Buy	+1,253	New	+$99.4K	0.1%	128

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 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $609B AUM 40.19% 1-Year Est. Return

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

Harbor Asset Planning's IEFA Position: Q2 2026 in Review

Harbor Asset Planning reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 45% in Q2 2026, selling an estimated $54.9K and leaving 705 shares worth $68.1K. The position accounts for 0.05% of the portfolio, ranked #189.

Harbor Asset Planning first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $116K in Q1 2026. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Harbor Asset Planning held 705 shares of iShares Core MSCI EAFE ETF worth $68.1K as of Q2 2026.
Harbor Asset Planning sold 572 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $54.9K.
iShares Core MSCI EAFE ETF made up 0.05% of Harbor Asset Planning's portfolio in Q2 2026, its #189 holding.
Harbor Asset Planning first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's iShares Core MSCI EAFE ETF position peaked at $116K in Q1 2026.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.