Plante Moran Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $382K | Sell |
3,958
-221
| -5% | -$21.2K | 0.02% | 110 |
|
|
2026
Q1 | $378K | Sell |
4,179
-61
| -1% | -$5.69K | 0.02% | 109 |
|
|
2025
Q4 | $379K | Sell |
4,240
-198
| -4% | -$17.5K | 0.02% | 111 |
|
|
2025
Q3 | $388K | Buy |
4,438
+346
| +8% | +$29.4K | 0.02% | 108 |
|
|
2025
Q2 | $342K | Buy |
4,092
+472
| +13% | +$37.5K | 0.02% | 110 |
|
|
2025
Q1 | $274K | Sell |
3,620
-362
| -9% | -$27.1K | 0.02% | 136 |
|
|
2024
Q4 | $280K | Buy |
3,982
+216
| +6% | +$15.9K | 0.02% | 139 |
|
|
2024
Q3 | $294K | Sell |
3,766
-174
| -4% | -$13K | 0.03% | 133 |
|
|
2024
Q2 | $286K | Sell |
3,940
-453
| -10% | -$33.3K | 0.03% | 133 |
|
|
2024
Q1 | $326K | Buy |
4,393
+1,711
| +64% | +$122K | 0.04% | 116 |
|
|
2023
Q4 | $189K | Buy |
2,682
+227
| +9% | +$15K | 0.02% | 176 |
|
|
2023
Q3 | $158K | Sell |
2,455
-395
| -14% | -$26.4K | 0.02% | 175 |
|
|
2023
Q2 | $192K | Buy |
2,850
+485
| +21% | +$32.9K | 0.02% | 160 |
|
|
2023
Q1 | $158K | Sell |
2,365
-308
| -12% | -$20.2K | 0.02% | 171 |
|
|
2022
Q4 | $165K | Sell |
2,673
-5,558
| -68% | -$327K | 0.02% | 173 |
|
|
2022
Q3 | $434K | Buy |
8,231
+3,699
| +82% | +$218K | 0.07% | 84 |
|
|
2022
Q2 | $267K | Buy |
4,532
+2,168
| +92% | +$139K | 0.04% | 125 |
|
|
2022
Q1 | $164K | Sell |
2,364
-177
| -7% | -$12.5K | 0.03% | 178 |
|
|
2021
Q4 | $190K | Sell |
2,541
-1,035
| -29% | -$77.8K | 0.03% | 188 |
|
|
2021
Q3 | $266K | Buy |
3,576
+1,501
| +72% | +$114K | 0.06% | 151 |
|
|
2021
Q2 | $155K | Hold |
2,075
| – | – | 0.04% | 207 |
|
|
2021
Q1 | $150K | Buy |
2,075
+225
| +12% | +$16.1K | 0.04% | 201 |
|
|
2020
Q4 | $128K | Buy |
1,850
+838
| +83% | +$54.2K | 0.04% | 219 |
|
|
2020
Q3 | $61K | Buy |
1,012
+177
| +21% | +$10.7K | 0.02% | 292 |
|
|
2020
Q2 | $48K | Buy |
835
+547
| +190% | +$29.6K | 0.02% | 295 |
|
|
2020
Q1 | $14K | Sell |
288
-921
| -76% | -$54.8K | 0.01% | 450 |
|
|
2019
Q4 | $79K | Sell |
1,209
-2,308
| -66% | -$146K | 0.03% | 257 |
|
|
2019
Q3 | $215K | Buy |
3,517
+3,285
| +1,416% | +$198K | 0.06% | 149 |
|
|
2019
Q2 | $14K | Sell |
232
-18
| -7% | -$1.1K | ﹤0.01% | 525 |
|
|
2019
Q1 | $15K | Sell |
250
-366
| -59% | -$21.6K | ﹤0.01% | 512 |
|
|
2018
Q4 | $34K | Buy |
+616
| New | +$36.1K | 0.01% | 362 |
|
|
2018
Q3 | – | Sell |
-175
| Closed | -$11K | – | 798 |
|
|
2018
Q2 | $11K | Hold |
175
| – | – | 0.01% | 536 |
|
|
2018
Q1 | $12K | Hold |
175
| – | – | 0.01% | 576 |
|
|
2017
Q4 | $12K | Hold |
175
| – | – | 0.01% | 566 |
|
|
2017
Q3 | $11K | Buy |
+175
| New | +$10.9K | 0.01% | 528 |
|
Other funds holding IEFA
Plante Moran Financial Advisors's IEFA Position: Q2 2026 in Review
Plante Moran Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.3% in Q2 2026, selling an estimated $21.2K and leaving 3,958 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #110.
Plante Moran Financial Advisors first reported a position in IEFA in Q3 2017 and has held it in 35 quarters since. The position peaked at $434K in Q3 2022. 1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- Plante Moran Financial Advisors held 3,958 shares of iShares Core MSCI EAFE ETF worth $382K as of Q2 2026.
- Plante Moran Financial Advisors sold 221 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $21.2K.
- iShares Core MSCI EAFE ETF made up 0.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #110 holding.
- Plante Moran Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 35 quarters since.
- Plante Moran Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $434K in Q3 2022.
- 1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.