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

Peak Retirement 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	$565K	Buy	5,848 +203	+4%	+$19.5K	0.09%	98
2026 Q1	$511K	Buy	5,645 +1,162	+26%	+$108K	0.1%	96
2025 Q4	$401K	Buy	4,483 +83	+2%	+$7.34K	0.09%	106
2025 Q3	$384K	Hold	4,400	–	–	0.11%	104
2025 Q2	$367K	Buy	4,400 +309	+8%	+$24.5K	0.15%	91
2025 Q1	$309K	Buy	4,091 +88	+2%	+$6.58K	0.17%	96
2024 Q4	$281K	Buy	+4,003	New	+$295K	0.19%	88

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Peak Retirement Planning increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.6% in Q2 2026, buying an estimated $19.5K and bringing the position to 5,848 shares worth $565K. The position accounts for 0.09% of the portfolio, ranked #98.

Peak Retirement Planning first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Peak Retirement Planning held 5,848 shares of iShares Core MSCI EAFE ETF worth $565K as of Q2 2026.
Peak Retirement Planning bought 203 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $19.5K.
iShares Core MSCI EAFE ETF made up 0.09% of Peak Retirement Planning's portfolio in Q2 2026, its #98 holding.
Peak Retirement Planning first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.