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Planned Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Planned Solutions’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 		$13.4M Buy
138,302
+4,566
+3% +$439K 3.83% 8
2026
Q1 		$12.1M Buy
133,736
+5,224
+4% +$488K 3.96% 8
2025
Q4 		$11.5M Buy
128,512
+25,528
+25% +$2.26M 3.69% 8
2025
Q3 		$8.99M Buy
102,984
+9,747
+10% +$828K 3.09% 8
2025
Q2 		$7.78M Buy
93,237
+3,035
+3% +$241K 2.96% 8
2025
Q1 		$6.82M Buy
90,202
+1,378
+2% +$103K 2.76% 10
2024
Q4 		$6.24M Buy
88,824
+1,532
+2% +$113K 2.52% 10
2024
Q3 		$6.81M Buy
87,292
+303
+0.3% +$22.7K 2.73% 10
2024
Q2 		$6.32M Buy
86,989
+5
+0% +$368 3.06% 10
2024
Q1 		$6.46M Sell
86,984
-185
-0.2% -$13.2K 3.17% 10
2023
Q4 		$6.13M Sell
87,169
-1,910
-2% -$126K 2.87% 11
2023
Q3 		$5.73M Buy
89,079
+902
+1% +$60.4K 3.45% 10
2023
Q2 		$5.95M Buy
88,177
+1,337
+2% +$90.7K 3.52% 10
2023
Q1 		$5.81M Buy
86,840
+3,017
+4% +$198K 3.68% 9
2022
Q4 		$5.17M Buy
83,823
+376
+0.5% +$22.1K 3.78% 8
2022
Q3 		$4.39M Buy
83,447
+8,687
+12% +$511K 3.67% 8
2022
Q2 		$4.4M Buy
74,760
+4,032
+6% +$259K 4.11% 5
2022
Q1 		$4.92M Sell
70,728
-1,646
-2% -$116K 3.43% 7
2021
Q4 		$5.4M Buy
+72,374
New +$5.44M 3.61% 7
2021
Q2 		$4.84M Buy
64,674
+2,912
+5% +$220K 3.35% 8
2021
Q1 		$4.45M Buy
61,762
+8,141
+15% +$582K 3.47% 8
2020
Q4 		$3.71M Buy
53,621
+1,318
+3% +$85.2K 2.97% 8
2020
Q3 		$3.15M Buy
+52,303
New +$3.15M 3.08% 8

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Planned Solutions's IEFA Position: Q2 2026 in Review

Planned Solutions increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q2 2026, buying an estimated $439K and bringing the position to 138,302 shares worth $13.4M. The position accounts for 3.83% of the portfolio, ranked #8.

Planned Solutions first reported a position in IEFA in Q3 2020 and has held it in 23 quarters since. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Planned Solutions held 138,302 shares of iShares Core MSCI EAFE ETF worth $13.4M as of Q2 2026.
  • Planned Solutions bought 4,566 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $439K.
  • iShares Core MSCI EAFE ETF made up 3.83% of Planned Solutions's portfolio in Q2 2026, its #8 holding.
  • Planned Solutions first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 23 quarters since.
  • 494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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