Planning Strategies’s iShares MSCI EAFE ETF EFA Stock Holding History

Planning Strategies’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
2026 Q2	$831	Buy	+8	New	+$823	﹤0.01%	780

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

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

Planning Strategies's EFA Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 8 shares worth $831. The stake represents ﹤0.01% of the portfolio and ranks #780 among its holdings.

2,187 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Planning Strategies held 8 shares of iShares MSCI EAFE ETF worth $831 as of Q2 2026.
iShares MSCI EAFE ETF was a new Planning Strategies position in Q2 2026.
iShares MSCI EAFE ETF made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #780 holding.
2,187 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.