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Partners in Financial Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Partners in Financial 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
Q2 		$1.02M Sell
9,845
-1,338
-12% -$138K 0.16% 53
2026
Q1 		$1.09M Sell
11,183
-476
-4% -$47.6K 0.18% 48
2025
Q4 		$1.12M Buy
11,659
+49
+0.4% +$4.65K 0.19% 49
2025
Q3 		$1.08M Buy
11,610
+550
+5% +$50K 0.19% 48
2025
Q2 		$989K Buy
11,060
+34
+0.3% +$2.9K 0.18% 46
2025
Q1 		$901K Sell
11,026
-140
-1% -$11.3K 0.18% 47
2024
Q4 		$844K Buy
11,166
+27
+0.2% +$2.14K 0.17% 48
2024
Q3 		$932K Sell
11,139
-25
-0.2% -$2.01K 0.19% 48
2024
Q2 		$874K Buy
11,164
+35
+0.3% +$2.77K 0.19% 49
2024
Q1 		$889K Hold
11,129
– – 0.2% 49
2023
Q4 		$839K Sell
11,129
-3
-0% -$212 0.2% 49
2023
Q3 		$767K Sell
11,132
-706
-6% -$50.6K 0.2% 49
2023
Q2 		$858K Buy
11,838
+30
+0.3% +$2.18K 0.22% 49
2023
Q1 		$845K Hold
11,808
– – 0.22% 47
2022
Q4 		$782K Buy
11,808
+6
+0.1% +$376 0.22% 48
2022
Q3 		$769K Hold
11,802
– – 0.22% 44
2022
Q2 		$737K Buy
11,802
+38
+0.3% +$2.59K 0.23% 45
2022
Q1 		$829K Hold
11,764
– – 0.26% 39
2021
Q4 		$890K Buy
11,764
+30
+0.3% +$2.38K 0.27% 38
2021
Q3 		$915K Hold
11,734
– – 0.29% 35
2021
Q2 		$926K Buy
+11,734
New +$932K 0.29% 36

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Partners in Financial Planning's EFA Position: Q2 2026 in Review

Partners in Financial Planning reduced its iShares MSCI EAFE ETF (EFA) stake by 12% in Q2 2026, selling an estimated $138K and leaving 9,845 shares worth $1.02M. The position accounts for 0.16% of the portfolio, ranked #53.

Partners in Financial Planning first reported a position in EFA in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.12M in Q4 2025. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Partners in Financial Planning held 9,845 shares of iShares MSCI EAFE ETF worth $1.02M as of Q2 2026.
  • Partners in Financial Planning sold 1,338 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $138K.
  • iShares MSCI EAFE ETF made up 0.16% of Partners in Financial Planning's portfolio in Q2 2026, its #53 holding.
  • Partners in Financial Planning first reported a position in iShares MSCI EAFE ETF in Q2 2021 and has held it in 21 quarters since.
  • Partners in Financial Planning's iShares MSCI EAFE ETF position peaked at $1.12M in Q4 2025.
  • 2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.