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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Phillips Wealth Planners's IEFA Position: Q1 2026 in Review

Phillips Wealth Planners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.2% in Q1 2026, selling an estimated $20.3K and leaving 6,484 shares worth $630K. The position accounts for 0.47% of the portfolio, ranked #64.

Phillips Wealth Planners first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Phillips Wealth Planners held 6,484 shares of iShares Core MSCI EAFE ETF worth $630K as of Q1 2026.
  • Phillips Wealth Planners sold 217 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $20.3K.
  • iShares Core MSCI EAFE ETF made up 0.47% of Phillips Wealth Planners's portfolio in Q1 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 14 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.