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

Keener Financial 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	$700K	Buy	7,251 +350	+5%	+$33.6K	0.25%	24
2026 Q1	$624K	Buy	6,901 +592	+9%	+$55.3K	0.26%	23
2025 Q4	$564K	Buy	6,309 +2,569	+69%	+$227K	0.24%	25
2025 Q3	$326K	Buy	3,740 +72	+2%	+$6.12K	0.15%	34
2025 Q2	$306K	Buy	3,668 +865	+31%	+$68.7K	0.15%	37
2025 Q1	$212K	Hold	2,803	–	–	0.14%	38
2024 Q4	$196K	Buy	+2,803	New	+$207K	0.12%	46
2024 Q3	–	Sell	-2,792	Closed	-$202K	–	184
2024 Q2	$202K	Sell	2,792 -1,568	-36%	-$115K	0.13%	42
2024 Q1	$324K	Hold	4,360	–	–	0.22%	31
2023 Q4	$307K	Buy	+4,360	New	+$287K	0.24%	28

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

Keener Financial Planning's IEFA Position: Q2 2026 in Review

Keener Financial Planning increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.1% in Q2 2026, buying an estimated $33.6K and bringing the position to 7,251 shares worth $700K. The position accounts for 0.25% of the portfolio, ranked #24.

Keener Financial Planning first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Keener Financial Planning held 7,251 shares of iShares Core MSCI EAFE ETF worth $700K as of Q2 2026.
Keener Financial Planning bought 350 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $33.6K.
iShares Core MSCI EAFE ETF made up 0.25% of Keener Financial Planning's portfolio in Q2 2026, its #24 holding.
Keener Financial Planning first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.