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

Peak Planning Group’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 		$1.56M Sell
16,131
-173
-1% -$16.6K 0.35% 42
2026
Q1 		$1.48M Buy
16,304
+1,631
+11% +$152K 0.41% 38
2025
Q4 		$1.31M Buy
14,673
+8,179
+126% +$723K 0.37% 39
2025
Q3 		$567K Buy
+6,494
New +$552K 0.3% 42
2025
Q2 		– Sell
-7,808
Closed -$591K – 108
2025
Q1 		$591K Buy
7,808
+4
+0.1% +$299 0.25% 64
2024
Q4 		$548K Buy
7,804
+291
+4% +$21.5K 0.23% 64
2024
Q3 		$586K Sell
7,513
-599
-7% -$44.8K 0.26% 65
2024
Q2 		$589K Buy
8,112
+4,052
+100% +$298K 0.29% 62
2024
Q1 		$301K Sell
4,060
-1,126
-22% -$80.2K 0.19% 59
2023
Q4 		$365K Sell
5,186
-2,661
-34% -$175K 0.26% 53
2023
Q3 		$505K Sell
7,847
-1,299
-14% -$87K 0.4% 46
2023
Q2 		$617K Buy
9,146
+145
+2% +$9.83K 0.46% 44
2023
Q1 		$602K Hold
9,001
– – 0.49% 45
2022
Q4 		$555K Buy
9,001
+12
+0.1% +$706 0.49% 46
2022
Q3 		$473K Sell
8,989
-397
-4% -$23.3K 0.44% 47
2022
Q2 		$552K Buy
+9,386
New +$602K 0.46% 46
2021
Q4 		$780K Buy
10,453
+323
+3% +$24.3K 0.58% 32
2021
Q3 		$752K Buy
+10,130
New +$771K 0.65% 33
2021
Q1 		$202K Buy
+2,803
New +$200K 0.2% 74

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

Peak Planning Group's IEFA Position: Q2 2026 in Review

Peak Planning Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q2 2026, selling an estimated $16.6K and leaving 16,131 shares worth $1.56M. The position accounts for 0.35% of the portfolio, ranked #42.

Peak Planning Group first reported a position in IEFA in Q1 2021 and has held it in 19 quarters since. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Peak Planning Group held 16,131 shares of iShares Core MSCI EAFE ETF worth $1.56M as of Q2 2026.
  • Peak Planning Group sold 173 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $16.6K.
  • iShares Core MSCI EAFE ETF made up 0.35% of Peak Planning Group's portfolio in Q2 2026, its #42 holding.
  • Peak Planning Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 19 quarters since.
  • 2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.