Plancorp LLC’s iShares MSCI EAFE ETF EFA Stock Holding History

Plancorp LLC’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.54M	Buy	14,931 +11,884	+390%	+$1.22M	0.04%	154
2026 Q1	$311K	Hold	3,047	–	–	0.01%	282
2025 Q4	$293K	Hold	3,047	–	–	0.01%	290
2025 Q3	$285K	Sell	3,047 -200	-6%	-$18.2K	0.01%	306
2025 Q2	$290K	Sell	3,247 -51	-2%	-$4.35K	0.01%	300
2025 Q1	$270K	Buy	+3,298	New	+$266K	0.01%	300
2024 Q4	–	Sell	-2,594	Closed	-$217K	–	323
2024 Q3	$217K	Hold	2,594	–	–	0.01%	292
2024 Q2	$203K	Hold	2,594	–	–	0.01%	285
2024 Q1	$207K	Buy	+2,594	New	+$198K	0.01%	283
2022 Q2	–	Sell	-2,917	Closed	-$215K	–	249
2022 Q1	$215K	Sell	2,917 -130	-4%	-$9.72K	0.01%	227
2021 Q4	$240K	Hold	3,047	–	–	0.02%	219
2021 Q3	$238K	Buy	3,047 +301	+11%	+$24.1K	0.02%	212
2021 Q2	$217K	Buy	2,746 +22	+0.8%	+$1.75K	0.02%	207
2021 Q1	$207K	Buy	+2,724	New	+$205K	0.05%	197
2020 Q2	–	Sell	-7,776	Closed	-$416K	–	178
2020 Q1	$416K	Sell	7,776 -1,187	-13%	-$75.3K	0.16%	99
2019 Q4	$622K	Buy	8,963 +289	+3%	+$19.5K	0.19%	90
2019 Q3	$566K	Buy	8,674 +1,643	+23%	+$106K	0.22%	81
2019 Q2	$462K	Sell	7,031 -341	-5%	-$22.3K	0.18%	97
2019 Q1	$478K	Buy	+7,372	New	+$464K	0.18%	97
2018 Q4	–	Sell	-3,356	Closed	-$228K	–	162
2018 Q3	$228K	Hold	3,356	–	–	0.09%	158
2018 Q2	$225K	Sell	3,356 -123	-4%	-$8.62K	0.09%	154
2018 Q1	$242K	Buy	3,479 +563	+19%	+$40.1K	0.08%	148
2017 Q4	$204K	Hold	2,916	–	–	0.07%	166
2017 Q3	$201K	Buy	+2,916	New	+$195K	0.06%	159
2017 Q2	–	Sell	-13,271	Closed	-$825K	–	172
2017 Q1	$825K	Sell	13,271 -1,039	-7%	-$62.8K	0.24%	62
2016 Q4	$825K	Buy	+14,310	New	+$825K	0.24%	59
2015 Q4	–	Sell	-10,600	Closed	-$608K	–	83
2015 Q3	$608K	Hold	10,600	–	–	0.55%	42
2015 Q2	$673K	Buy	+10,600	New	+$706K	0.62%	30
2015 Q1	–	Sell	-21,161	Closed	-$1.29M	–	94
2014 Q4	$1.29M	Buy	+21,161	New	+$1.32M	1.34%	13
2014 Q3	–	Sell	-24,412	Closed	-$1.67M	–	101
2014 Q2	$1.67M	Sell	24,412 -8,113	-25%	-$556K	1.5%	14
2014 Q1	$2.19M	Buy	32,525 +18,607	+134%	+$1.23M	1.48%	12
2013 Q4	$934K	Buy	+13,918	New	+$909K	0.82%	25

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Plancorp LLC's EFA Position: Q2 2026 in Review

Plancorp LLC increased its iShares MSCI EAFE ETF (EFA) stake by 390% in Q2 2026, buying an estimated $1.22M and bringing the position to 14,931 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #154.

Plancorp LLC first reported a position in EFA in Q4 2013 and has held it in 32 quarters since. The position peaked at $2.19M in Q1 2014. 713 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Plancorp LLC held 14,931 shares of iShares MSCI EAFE ETF worth $1.54M as of Q2 2026.
Plancorp LLC bought 11,884 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.22M.
iShares MSCI EAFE ETF made up 0.04% of Plancorp LLC's portfolio in Q2 2026, its #154 holding.
Plancorp LLC first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 32 quarters since.
Plancorp LLC's iShares MSCI EAFE ETF position peaked at $2.19M in Q1 2014.
713 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.