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Plan Group Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Plan Group Financial’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
2025
Q2 		– Sell
-2,827
Closed -$214K – 167
2025
Q1 		$214K Buy
+2,827
New +$211K 0.08% 140
2024
Q2 		– Sell
-5,018
Closed -$372K – 102
2024
Q1 		$372K Buy
5,018
+1,436
+40% +$102K 0.24% 60
2023
Q4 		$252K Buy
+3,582
New +$236K 0.22% 59

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Plan Group Financial's IEFA Position: Q2 2025 in Review

Plan Group Financial sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 2,827 shares — an estimated $214K sold.

Plan Group Financial first reported a position in IEFA in Q4 2023 and held it in 3 quarters. The position peaked at $372K in Q1 2024. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Plan Group Financial reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Plan Group Financial sold 2,827 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $214K.
  • Plan Group Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 3 quarters.
  • Plan Group Financial's iShares Core MSCI EAFE ETF position peaked at $372K in Q1 2024.
  • 2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Plan Group Financial's 13F filing for Q2 2025, filed 13 Aug 2025.