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 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 $1.37T 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

Keener Financial Planning's IEFA Position: Q1 2026 in Review

Keener Financial Planning increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.4% in Q1 2026, buying an estimated $55.3K and bringing the position to 6,901 shares worth $624K. The position accounts for 0.26% of the portfolio, ranked #23.

Keener Financial Planning first reported a position in IEFA in Q4 2023 and has held it in 9 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Keener Financial Planning held 6,901 shares of iShares Core MSCI EAFE ETF worth $624K as of Q1 2026.
Keener Financial Planning bought 592 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $55.3K.
iShares Core MSCI EAFE ETF made up 0.26% of Keener Financial Planning's portfolio in Q1 2026, its #23 holding.
Keener Financial Planning first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 9 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.