PL
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Plancorp LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Plancorp LLC’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 		$11.9M Buy
123,732
+548
+0.4% +$52.6K 0.29% 42
2026
Q1 		$11.7M Sell
123,184
-268
-0.2% -$25K 0.33% 34
2025
Q4 		$11M Sell
123,452
-1,413
-1% -$125K 0.33% 35
2025
Q3 		$10.9M Sell
124,865
-35
-0% -$2.97K 0.34% 35
2025
Q2 		$10.4M Buy
124,900
+22,949
+23% +$1.82M 0.36% 33
2025
Q1 		$7.71M Sell
101,951
-1,091
-1% -$81.6K 0.31% 36
2024
Q4 		$7.24M Buy
103,042
+456
+0.4% +$33.6K 0.3% 33
2024
Q3 		$8.01M Sell
102,586
-27
-0% -$2.02K 0.33% 31
2024
Q2 		$7.45M Sell
102,613
-6,652
-6% -$489K 0.32% 31
2024
Q1 		$8.11M Buy
109,265
+124
+0.1% +$8.83K 0.35% 31
2023
Q4 		$7.68M Buy
109,141
+26,866
+33% +$1.77M 0.37% 30
2023
Q3 		$5.29M Buy
82,275
+54,278
+194% +$3.63M 0.28% 36
2023
Q2 		$1.89M Sell
27,997
-48,941
-64% -$3.32M 0.1% 73
2023
Q1 		$5.14M Buy
76,938
+600
+0.8% +$39.3K 0.29% 35
2022
Q4 		$4.71M Sell
76,338
-1,353
-2% -$79.6K 0.28% 36
2022
Q3 		$4.09M Sell
77,691
-15,154
-16% -$891K 0.27% 35
2022
Q2 		$5.46M Buy
92,845
+1,965
+2% +$126K 0.34% 29
2022
Q1 		$6.32M Sell
90,880
-16
-0% -$1.13K 0.41% 25
2021
Q4 		$6.79M Buy
90,896
+6,501
+8% +$489K 0.43% 25
2021
Q3 		$6.27M Buy
84,395
+254
+0.3% +$19.3K 0.43% 23
2021
Q2 		$6.3M Buy
84,141
+16
+0% +$1.21K 0.49% 22
2021
Q1 		$6.06M Buy
84,125
+498
+0.6% +$35.6K 1.34% 17
2020
Q4 		$5.78M Buy
83,627
+75,512
+931% +$4.88M 1.42% 16
2020
Q3 		$489K Sell
8,115
-76,066
-90% -$4.59M 0.15% 105
2020
Q2 		$4.81M Buy
84,181
+22,116
+36% +$1.2M 1.45% 20
2020
Q1 		$3.1M Buy
+62,065
New +$3.69M 1.2% 21

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Plancorp LLC's IEFA Position: Q2 2026 in Review

Plancorp LLC increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.44% in Q2 2026, buying an estimated $52.6K and bringing the position to 123,732 shares worth $11.9M. The position accounts for 0.29% of the portfolio, ranked #42.

Plancorp LLC first reported a position in IEFA in Q1 2020 and has held it in 26 quarters since. 792 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Plancorp LLC held 123,732 shares of iShares Core MSCI EAFE ETF worth $11.9M as of Q2 2026.
  • Plancorp LLC bought 548 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $52.6K.
  • iShares Core MSCI EAFE ETF made up 0.29% of Plancorp LLC's portfolio in Q2 2026, its #42 holding.
  • Plancorp LLC first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
  • 792 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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