PIFP
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Partners in Financial Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Partners in Financial 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
Q2 		$895K Buy
9,267
+211
+2% +$20.3K 0.14% 63
2026
Q1 		$820K Hold
9,056
– – 0.14% 56
2025
Q4 		$810K Buy
9,056
+163
+2% +$14.4K 0.14% 57
2025
Q3 		$776K Hold
8,893
– – 0.13% 56
2025
Q2 		$742K Buy
8,893
+116
+1% +$9.21K 0.14% 56
2025
Q1 		$664K Hold
8,777
– – 0.13% 58
2024
Q4 		$617K Buy
8,777
+1,831
+26% +$135K 0.13% 56
2024
Q3 		$542K Hold
6,946
– – 0.11% 64
2024
Q2 		$505K Buy
6,946
+72
+1% +$5.3K 0.11% 64
2024
Q1 		$510K Hold
6,874
– – 0.11% 61
2023
Q4 		$484K Buy
6,874
+30
+0.4% +$1.98K 0.11% 62
2023
Q3 		$440K Hold
6,844
– – 0.11% 62
2023
Q2 		$462K Buy
6,844
+80
+1% +$5.42K 0.12% 61
2023
Q1 		$452K Sell
6,764
-470
-6% -$30.8K 0.12% 61
2022
Q4 		$450K Buy
7,234
+2,408
+50% +$142K 0.12% 63
2022
Q3 		$295K Sell
4,826
-600
-11% -$35.3K 0.08% 74
2022
Q2 		$320K Buy
+5,426
New +$348K 0.1% 74
2022
Q1 		– Sell
-2,843
Closed -$203K – 92
2021
Q4 		$203K Buy
+2,843
New +$214K 0.06% 92

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Partners in Financial Planning increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.3% in Q2 2026, buying an estimated $20.3K and bringing the position to 9,267 shares worth $895K. The position accounts for 0.14% of the portfolio, ranked #63.

Partners in Financial Planning first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Partners in Financial Planning held 9,267 shares of iShares Core MSCI EAFE ETF worth $895K as of Q2 2026.
  • Partners in Financial Planning bought 211 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $20.3K.
  • iShares Core MSCI EAFE ETF made up 0.14% of Partners in Financial Planning's portfolio in Q2 2026, its #63 holding.
  • Partners in Financial Planning first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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