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Holistic Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Holistic Planning’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
2025
Q3 		– Sell
-2,769
Closed -$247K – 234
2025
Q2 		$247K Buy
2,769
+229
+9% +$19.6K 0.07% 191
2025
Q1 		$208K Buy
+2,540
New +$205K 0.07% 184
2024
Q4 		– Sell
-2,619
Closed -$219K – 174
2024
Q3 		$219K Sell
2,619
-187
-7% -$15K 0.09% 145
2024
Q2 		$224K Hold
2,806
– – 0.17% 105
2024
Q1 		$224K Sell
2,806
-1,483
-35% -$113K 0.17% 105
2023
Q4 		$323K Buy
+4,289
New +$303K 0.27% 79

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Holistic Planning's EFA Position: Q3 2025 in Review

Holistic Planning sold out of iShares MSCI EAFE ETF (EFA) in Q3 2025, closing a stake of 2,769 shares — an estimated $247K sold.

Holistic Planning first reported a position in EFA in Q4 2023 and held it in 6 quarters. The position peaked at $323K in Q4 2023. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • Holistic Planning reported no remaining iShares MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Holistic Planning sold 2,769 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $247K.
  • Holistic Planning first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 6 quarters.
  • Holistic Planning's iShares MSCI EAFE ETF position peaked at $323K in Q4 2023.
  • 2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Holistic Planning's 13F filing for Q3 2025, filed 4 Nov 2025.