PPL
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Planning Project LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Planning Project LLC’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 		$91.6M Buy
+914,240
New +$87.8M 18.27% 2
2025
Q4 		$70.8M Buy
+791,868
New +$70M 17.8% 2

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Planning Project LLC's IEFA Position: Q2 2026 in Review

Planning Project LLC opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 914,240 shares worth $91.6M. The stake represents 18.27% of the portfolio and ranks #2 among its holdings. This is a return to the name: Planning Project LLC previously reported a position in IEFA as recently as Q4 2025.

Planning Project LLC first reported a position in IEFA in Q4 2025 and has held it in 2 quarters since. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Planning Project LLC held 914,240 shares of iShares Core MSCI EAFE ETF worth $91.6M as of Q2 2026.
  • iShares Core MSCI EAFE ETF was a new Planning Project LLC position in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 18.27% of Planning Project LLC's portfolio in Q2 2026, its #2 holding.
  • Planning Project LLC first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Planning Project LLC's 13F filing for Q2 2026, filed 1 Sep 2026.