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

Holistic 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 Q1	$895K	Sell	9,885 -431	-4%	-$40.2K	0.18%	111
2025 Q4	$923K	Buy	10,316 +4,194	+69%	+$371K	0.2%	100
2025 Q3	$535K	Sell	6,122 -824	-12%	-$70K	0.14%	119
2025 Q2	$580K	Buy	6,946 +2,371	+52%	+$188K	0.17%	107
2025 Q1	$346K	Sell	4,575 -38	-0.8%	-$2.84K	0.12%	125
2024 Q4	$324K	Buy	4,613 +316	+7%	+$23.3K	0.12%	124
2024 Q3	$335K	Buy	+4,297	New	+$322K	0.14%	106

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Holistic Planning's IEFA Position: Q1 2026 in Review

Holistic Planning reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.2% in Q1 2026, selling an estimated $40.2K and leaving 9,885 shares worth $895K. The position accounts for 0.18% of the portfolio, ranked #111.

Holistic Planning first reported a position in IEFA in Q3 2024 and has held it in 7 quarters since. The position peaked at $923K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Holistic Planning held 9,885 shares of iShares Core MSCI EAFE ETF worth $895K as of Q1 2026.
Holistic Planning sold 431 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $40.2K.
iShares Core MSCI EAFE ETF made up 0.18% of Holistic Planning's portfolio in Q1 2026, its #111 holding.
Holistic Planning first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
Holistic Planning's iShares Core MSCI EAFE ETF position peaked at $923K in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.