Planning Project LLC’s iShares MSCI EAFE ETF EFA Stock Holding History

Planning Project LLC’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
2025 Q4	$232K	Buy	+2,416	New	+$229K	0.06%	30

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 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

Planning Project LLC's EFA Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares MSCI EAFE ETF (EFA) in Q4 2025: 2,416 shares worth $232K. The stake represents 0.06% of the portfolio and ranks #30 among its holdings.

2,212 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

Planning Project LLC held 2,416 shares of iShares MSCI EAFE ETF worth $232K as of Q4 2025.
iShares MSCI EAFE ETF was a new Planning Project LLC position in Q4 2025.
iShares MSCI EAFE ETF made up 0.06% of Planning Project LLC's portfolio in Q4 2025, its #30 holding.
2,212 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.