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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
Q3 		$10.5M Sell
108,283
-30,019
-22% -$2.96M 2.87% 10
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 		$4.4M 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 		$3.7M 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

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Planned Solutions's IEFA Position: Q3 2026 in Review

Planned Solutions reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 22% in Q3 2026, selling an estimated $2.96M and leaving 108,283 shares worth $10.5M. The position accounts for 2.87% of the portfolio, ranked #10.

Planned Solutions first reported a position in IEFA in Q3 2020 and has held it in 24 quarters since. The position peaked at $13.4M in Q2 2026. 518 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Planned Solutions held 108,283 shares of iShares Core MSCI EAFE ETF worth $10.5M as of Q3 2026.
  • Planned Solutions sold 30,019 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $2.96M.
  • iShares Core MSCI EAFE ETF made up 2.87% of Planned Solutions's portfolio in Q3 2026, its #10 holding.
  • Planned Solutions first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 24 quarters since.
  • Planned Solutions's iShares Core MSCI EAFE ETF position peaked at $13.4M in Q2 2026.
  • 518 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.