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PDS Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

PDS 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 		$18.2M Buy
188,300
+1,058
+0.6% +$102K 1.05% 17
2026
Q1 		$17M Sell
187,242
-104
-0.1% -$9.71K 1.12% 17
2025
Q4 		$16.8M Sell
187,346
-191
-0.1% -$16.9K 1.12% 17
2025
Q3 		$16.4M Sell
187,537
-2,417
-1% -$205K 1.13% 17
2025
Q2 		$15.9M Buy
189,954
+285
+0.2% +$22.6K 1.18% 18
2025
Q1 		$14.3M Sell
189,669
-2,273
-1% -$170K 1.21% 20
2024
Q4 		$13.5M Buy
191,942
+1,236
+0.6% +$91.2K 1.2% 19
2024
Q3 		$14.9M Sell
190,706
-2,201
-1% -$165K 1.33% 17
2024
Q2 		$14M Buy
192,907
+7,556
+4% +$556K 1.41% 16
2024
Q1 		$13.8M Sell
185,351
-1,884
-1% -$134K 1.45% 15
2023
Q4 		$13.2M Buy
187,235
+4,417
+2% +$291K 1.5% 15
2023
Q3 		$11.8M Buy
182,818
+13,056
+8% +$874K 1.52% 16
2023
Q2 		$11.5M Buy
169,762
+2,129
+1% +$144K 1.47% 17
2023
Q1 		$11.2M Buy
167,633
+2,254
+1% +$148K 1.55% 16
2022
Q4 		$10.2M Buy
165,379
+14,948
+10% +$880K 1.63% 16
2022
Q3 		$7.92M Buy
150,431
+25,832
+21% +$1.52M 1.44% 16
2022
Q2 		$7.33M Buy
124,599
+13,436
+12% +$862K 1.33% 16
2022
Q1 		$7.73M Buy
111,163
+17,001
+18% +$1.2M 1.36% 16
2021
Q4 		$7.03M Sell
94,162
-921
-1% -$69.2K 1.34% 16
2021
Q3 		$7.06M Sell
95,083
-154
-0.2% -$11.7K 1.63% 14
2021
Q2 		$7.13M Buy
95,237
+662
+0.7% +$50K 1.74% 15
2021
Q1 		$6.81M Sell
94,575
-149
-0.2% -$10.6K 1.98% 14
2020
Q4 		$6.54M Buy
94,724
+2,930
+3% +$189K 2.25% 11
2020
Q3 		$5.53M Sell
91,794
-6,830
-7% -$412K 2.25% 12
2020
Q2 		$5.64M Buy
+98,624
New +$5.34M 2.55% 11

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

PDS Planning's IEFA Position: Q2 2026 in Review

PDS Planning increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.57% in Q2 2026, buying an estimated $102K and bringing the position to 188,300 shares worth $18.2M. The position accounts for 1.05% of the portfolio, ranked #17.

PDS Planning first reported a position in IEFA in Q2 2020 and has held it in 25 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • PDS Planning held 188,300 shares of iShares Core MSCI EAFE ETF worth $18.2M as of Q2 2026.
  • PDS Planning bought 1,058 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $102K.
  • iShares Core MSCI EAFE ETF made up 1.05% of PDS Planning's portfolio in Q2 2026, its #17 holding.
  • PDS Planning first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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