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 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

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

Plan A Wealth's IEFA Position: Q2 2026 in Review

Plan A Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 19% in Q2 2026, selling an estimated $93.1K and leaving 4,171 shares worth $403K. The position accounts for 0.17% of the portfolio, ranked #97.

Plan A Wealth first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $645K in Q4 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Plan A Wealth held 4,171 shares of iShares Core MSCI EAFE ETF worth $403K as of Q2 2026.
Plan A Wealth sold 969 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $93.1K.
iShares Core MSCI EAFE ETF made up 0.17% of Plan A Wealth's portfolio in Q2 2026, its #97 holding.
Plan A Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Plan A Wealth's iShares Core MSCI EAFE ETF position peaked at $645K in Q4 2024.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.