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

Next Level 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	$563K	Sell	6,219 -333	-5%	-$31.1K	0.29%	30
2025 Q4	$586K	Buy	6,552 +253	+4%	+$22.4K	0.31%	29
2025 Q3	$550K	Buy	6,299 +56	+0.9%	+$4.76K	0.31%	28
2025 Q2	$521K	Sell	6,243 -1,565	-20%	-$124K	0.33%	25
2025 Q1	$591K	Buy	7,808 +373	+5%	+$27.9K	0.45%	19
2024 Q4	$523K	Buy	+7,435	New	+$549K	0.41%	19

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

Next Level Wealth Planning's IEFA Position: Q1 2026 in Review

Next Level Wealth Planning reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.1% in Q1 2026, selling an estimated $31.1K and leaving 6,219 shares worth $563K. The position accounts for 0.29% of the portfolio, ranked #30.

Next Level Wealth Planning first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $591K in Q1 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Next Level Wealth Planning held 6,219 shares of iShares Core MSCI EAFE ETF worth $563K as of Q1 2026.
Next Level Wealth Planning sold 333 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $31.1K.
iShares Core MSCI EAFE ETF made up 0.29% of Next Level Wealth Planning's portfolio in Q1 2026, its #30 holding.
Next Level Wealth Planning first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Next Level Wealth Planning's iShares Core MSCI EAFE ETF position peaked at $591K in Q1 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.