Planned Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Planned Solutions’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	–	Sell	-2,554	Closed	-$248K	–	159
2026 Q1	$248K	Hold	2,554	–	–	0.08%	116
2025 Q4	$245K	Hold	2,554	–	–	0.08%	121
2025 Q3	$238K	Hold	2,554	–	–	0.08%	117
2025 Q2	$228K	Hold	2,554	–	–	0.09%	109
2025 Q1	$209K	Buy	+2,554	New	+$206K	0.08%	111
2024 Q4	–	Sell	-2,554	Closed	-$214K	–	253
2024 Q3	$214K	Hold	2,554	–	–	0.09%	106
2024 Q2	$200K	Hold	2,554	–	–	0.1%	101
2024 Q1	$204K	Hold	2,554	–	–	0.1%	98
2023 Q4	$192K	Buy	+2,554	New	+$181K	0.09%	88
2022 Q1	–	Sell	-2,554	Closed	-$201K	–	73
2021 Q4	$201K	Buy	+2,554	New	+$202K	0.13%	78
2021 Q2	$201K	Buy	+2,554	New	+$203K	0.14%	68
2021 Q1	–	Sell	-267	Closed	-$19K	–	157
2020 Q4	$19K	Hold	267	–	–	0.02%	285
2020 Q3	$17K	Buy	+267	New	+$17.1K	0.02%	225

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Planned Solutions's EFA Position: Q2 2026 in Review

Planned Solutions sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 2,554 shares — an estimated $248K sold.

Planned Solutions first reported a position in EFA in Q3 2020 and held it in 13 quarters. The position peaked at $248K in Q1 2026. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Planned Solutions reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Planned Solutions sold 2,554 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $248K.
Planned Solutions first reported a position in iShares MSCI EAFE ETF in Q3 2020 and held it in 13 quarters.
Planned Solutions's iShares MSCI EAFE ETF position peaked at $248K in Q1 2026.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.