PCMC
IEFA icon

Planning Capital Management Corporation’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$2.05M Buy
26,250
+6,599
+34% +$494K 1.36% 21
2024
Q2 		$1.43M Buy
19,651
+3,694
+23% +$272K 1.01% 29
2024
Q1 		$1.18M Buy
15,957
+5,269
+49% +$375K 0.87% 30
2023
Q4 		$752K Buy
+10,688
New +$704K 0.59% 34

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Planning Capital Management Corporation's IEFA Position: Q3 2024 in Review

Planning Capital Management Corporation increased its iShares Core MSCI EAFE ETF (IEFA) stake by 34% in Q3 2024, buying an estimated $494K and bringing the position to 26,250 shares worth $2.05M. The position accounts for 1.36% of the portfolio, ranked #21.

Planning Capital Management Corporation first reported a position in IEFA in Q4 2023 and has held it in 4 quarters since. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • Planning Capital Management Corporation held 26,250 shares of iShares Core MSCI EAFE ETF worth $2.05M as of Q3 2024.
  • Planning Capital Management Corporation bought 6,599 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $494K.
  • iShares Core MSCI EAFE ETF made up 1.36% of Planning Capital Management Corporation's portfolio in Q3 2024, its #21 holding.
  • Planning Capital Management Corporation first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.