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

Laurel Wealth 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	$258K	Buy	2,848 +534	+23%	+$49.8K	0.14%	54
2025 Q4	$207K	Hold	2,314	–	–	0.11%	57
2025 Q3	$202K	Buy	+2,314	New	+$197K	0.11%	57
2023 Q2	–	Sell	-4,304	Closed	-$288K	–	56
2023 Q1	$288K	Hold	4,304	–	–	0.19%	52
2022 Q4	$265K	Buy	4,304 +3,834	+816%	+$226K	0.17%	54
2022 Q3	$25K	Hold	470	–	–	0.02%	122
2022 Q2	$28K	Sell	470 -309	-40%	-$19.8K	0.02%	126
2022 Q1	$54K	Buy	779 +309	+66%	+$21.9K	0.04%	116
2021 Q4	$35K	Sell	470 -134	-22%	-$10.1K	0.03%	97
2021 Q3	$45K	Buy	604 +405	+204%	+$30.8K	0.04%	89
2021 Q2	$15K	Sell	199 -110	-36%	-$8.3K	0.01%	88
2021 Q1	$22K	Sell	309 -523	-63%	-$37.4K	0.02%	75
2020 Q4	$57K	Buy	+832	New	+$53.8K	0.06%	58

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

Laurel Wealth Planning's IEFA Position: Q1 2026 in Review

Laurel Wealth Planning increased its iShares Core MSCI EAFE ETF (IEFA) stake by 23% in Q1 2026, buying an estimated $49.8K and bringing the position to 2,848 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #54.

Laurel Wealth Planning first reported a position in IEFA in Q4 2020 and has held it in 13 quarters since. The position peaked at $288K in Q1 2023. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Laurel Wealth Planning held 2,848 shares of iShares Core MSCI EAFE ETF worth $258K as of Q1 2026.
Laurel Wealth Planning bought 534 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $49.8K.
iShares Core MSCI EAFE ETF made up 0.14% of Laurel Wealth Planning's portfolio in Q1 2026, its #54 holding.
Laurel Wealth Planning first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 13 quarters since.
Laurel Wealth Planning's iShares Core MSCI EAFE ETF position peaked at $288K in Q1 2023.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.