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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
Q2 		$937K Sell
9,700
-185
-2% -$17.8K 0.15% 138
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Holistic Planning's IEFA Position: Q2 2026 in Review

Holistic Planning reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q2 2026, selling an estimated $17.8K and leaving 9,700 shares worth $937K. The position accounts for 0.15% of the portfolio, ranked #138.

Holistic Planning first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Holistic Planning held 9,700 shares of iShares Core MSCI EAFE ETF worth $937K as of Q2 2026.
  • Holistic Planning sold 185 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $17.8K.
  • iShares Core MSCI EAFE ETF made up 0.15% of Holistic Planning's portfolio in Q2 2026, its #138 holding.
  • Holistic Planning first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.