PDS Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

PDS 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	$244K	Buy	2,352 +16	+0.7%	+$1.65K	0.01%	501
2026 Q1	$227K	Buy	2,336 +19	+0.8%	+$1.9K	0.02%	476
2025 Q4	$222K	Buy	2,317 +18	+0.8%	+$1.71K	0.01%	479
2025 Q3	$215K	Hold	2,299	–	–	0.01%	478
2025 Q2	$205K	Sell	2,299 -161	-7%	-$13.7K	0.02%	475
2025 Q1	$201K	Buy	+2,460	New	+$198K	0.02%	441
2018 Q4	–	Sell	-3,181	Closed	-$216K	–	83
2018 Q3	$216K	Buy	+3,181	New	+$215K	0.18%	67

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PDS Planning's EFA Position: Q2 2026 in Review

PDS Planning increased its iShares MSCI EAFE ETF (EFA) stake by 0.68% in Q2 2026, buying an estimated $1.65K and bringing the position to 2,352 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #501.

PDS Planning first reported a position in EFA in Q3 2018 and has held it in 7 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

PDS Planning held 2,352 shares of iShares MSCI EAFE ETF worth $244K as of Q2 2026.
PDS Planning bought 16 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.65K.
iShares MSCI EAFE ETF made up 0.01% of PDS Planning's portfolio in Q2 2026, its #501 holding.
PDS Planning first reported a position in iShares MSCI EAFE ETF in Q3 2018 and has held it in 7 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.