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Phillips Wealth Planners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Phillips Wealth Planners’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 		$620K Sell
6,390
-94
-1% -$9.03K 0.46% 64
2026
Q1 		$630K Sell
6,484
-217
-3% -$20.3K 0.47% 64
2025
Q4 		$619K Buy
6,701
+1,367
+26% +$121K 0.5% 62
2025
Q3 		$475K Sell
5,334
-35
-0.7% -$2.97K 0.39% 80
2025
Q2 		$447K Buy
5,369
+3
+0.1% +$238 0.41% 79
2025
Q1 		$394K Sell
5,366
-670
-11% -$50.1K 0.42% 84
2024
Q4 		$421K Buy
6,036
+763
+14% +$56.3K 0.42% 74
2024
Q3 		$400K Buy
5,273
+36
+0.7% +$2.69K 0.38% 92
2024
Q2 		$391K Buy
5,237
+108
+2% +$7.95K 0.41% 83
2024
Q1 		$364K Sell
5,129
-429
-8% -$30.5K 0.42% 83
2023
Q4 		$382K Buy
5,558
+1,294
+30% +$85.3K 0.46% 76
2023
Q3 		$267K Sell
4,264
-63
-1% -$4.22K 0.36% 109
2023
Q2 		$292K Sell
4,327
-258
-6% -$17.5K 0.38% 95
2023
Q1 		$315K Sell
4,585
-321
-7% -$21K 0.42% 90
2022
Q4 		$328K Buy
+4,906
New +$289K 0.57% 63

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

Phillips Wealth Planners's IEFA Position: Q2 2026 in Review

Phillips Wealth Planners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.4% in Q2 2026, selling an estimated $9.03K and leaving 6,390 shares worth $620K. The position accounts for 0.46% of the portfolio, ranked #64.

Phillips Wealth Planners first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $630K in Q1 2026. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Phillips Wealth Planners held 6,390 shares of iShares Core MSCI EAFE ETF worth $620K as of Q2 2026.
  • Phillips Wealth Planners sold 94 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $9.03K.
  • iShares Core MSCI EAFE ETF made up 0.46% of Phillips Wealth Planners's portfolio in Q2 2026, its #64 holding.
  • Phillips Wealth Planners first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's iShares Core MSCI EAFE ETF position peaked at $630K in Q1 2026.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.