Next Level Wealth Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Next Level Wealth Planning’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$727	Buy	+7	New	+$741	﹤0.01%	499

Other funds holding EFA

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Next Level Wealth Planning's EFA Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares MSCI EAFE ETF (EFA) in Q3 2026: 7 shares worth $727. The stake represents ﹤0.01% of the portfolio and ranks #499 among its holdings.

1,442 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Next Level Wealth Planning held 7 shares of iShares MSCI EAFE ETF worth $727 as of Q3 2026.
iShares MSCI EAFE ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares MSCI EAFE ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #499 holding.
1,442 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.