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

Planning Project LLC’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$97.2K	Buy	+853	New	+$97.8K	0.02%	48

Other funds holding EFG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Planning Project LLC opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q4 2025: 853 shares worth $97.2K. The stake represents 0.02% of the portfolio and ranks #48 among its holdings.

978 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

Planning Project LLC held 853 shares of iShares MSCI EAFE Growth ETF worth $97.2K as of Q4 2025.
iShares MSCI EAFE Growth ETF was a new Planning Project LLC position in Q4 2025.
iShares MSCI EAFE Growth ETF made up 0.02% of Planning Project LLC's portfolio in Q4 2025, its #48 holding.
978 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

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