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Plan A Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Plan A Wealth’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
Q3 		$404K Hold
4,171
– – 0.14% 101
2026
Q2 		$403K Sell
4,171
-969
-19% -$93.1K 0.17% 97
2026
Q1 		$465K Hold
5,140
– – 0.22% 73
2025
Q4 		$460K Hold
5,140
– – 0.22% 78
2025
Q3 		$449K Sell
5,140
-258
-5% -$21.9K 0.23% 80
2025
Q2 		$451K Sell
5,398
-2,841
-34% -$225K 0.26% 76
2025
Q1 		$623K Sell
8,239
-945
-10% -$70.7K 0.48% 39
2024
Q4 		$645K Buy
+9,184
New +$678K 0.59% 38

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Plan A Wealth's IEFA Position: Q3 2026 in Review

Plan A Wealth held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 4,171 shares worth $404K. The position accounts for 0.14% of the portfolio, ranked #101.

Plan A Wealth first reported a position in IEFA in Q4 2024 and has held it in 8 quarters since. The position peaked at $645K in Q4 2024. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Plan A Wealth held 4,171 shares of iShares Core MSCI EAFE ETF worth $404K as of Q3 2026.
  • Plan A Wealth left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.14% of Plan A Wealth's portfolio in Q3 2026, its #101 holding.
  • Plan A Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's iShares Core MSCI EAFE ETF position peaked at $645K in Q4 2024.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.