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

Life Planning Partners’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 		$10.6M Sell
109,808
-9,177
-8% -$881K 7.88% 2
2026
Q1 		$10.8M Sell
118,985
-70
-0.1% -$6.53K 8.22% 2
2025
Q4 		$10.7M Sell
119,055
-6,612
-5% -$585K 8.16% 2
2025
Q3 		$11M Buy
125,667
+495
+0.4% +$42.1K 8.01% 2
2025
Q2 		$10.4M Buy
125,172
+3,443
+3% +$273K 8.32% 2
2025
Q1 		$9.21M Buy
121,729
+1,696
+1% +$127K 8.34% 2
2024
Q4 		$8.44M Sell
120,033
-133
-0.1% -$9.81K 7.8% 2
2024
Q3 		$9.38M Buy
120,166
+2,851
+2% +$213K 8.37% 2
2024
Q2 		$8.52M Buy
117,315
+4,101
+4% +$302K 7.74% 2
2024
Q1 		$8.4M Buy
113,214
+5,848
+5% +$416K 8.37% 2
2023
Q4 		$7.55M Buy
+107,366
New +$7.08M 7.43% 2
2022
Q3 		$6.29M Sell
119,443
-5,558
-4% -$327K 7.21% 3
2022
Q2 		$7.36M Sell
125,001
-948
-0.8% -$60.8K 8.27% 2
2022
Q1 		$8.76M Buy
125,949
+81
+0.1% +$5.73K 8.92% 2
2021
Q4 		$9.39M Buy
+125,868
New +$9.46M 9.45% 2

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Life Planning Partners's IEFA Position: Q2 2026 in Review

Life Planning Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.7% in Q2 2026, selling an estimated $881K and leaving 109,808 shares worth $10.6M. The position accounts for 7.88% of the portfolio, ranked #2.

Life Planning Partners first reported a position in IEFA in Q4 2021 and has held it in 15 quarters since. The position peaked at $11M in Q3 2025. 1,513 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Life Planning Partners held 109,808 shares of iShares Core MSCI EAFE ETF worth $10.6M as of Q2 2026.
  • Life Planning Partners sold 9,177 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $881K.
  • iShares Core MSCI EAFE ETF made up 7.88% of Life Planning Partners's portfolio in Q2 2026, its #2 holding.
  • Life Planning Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 15 quarters since.
  • Life Planning Partners's iShares Core MSCI EAFE ETF position peaked at $11M in Q3 2025.
  • 1,513 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.