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PlanVest Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

PlanVest Financial’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 		$30.5K Buy
294
+1
+0.3% +$103 0.02% 288
2026
Q1 		$28.5K Buy
+293
New +$29.3K 0.02% 282

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Royal Bank of Canada
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

PlanVest Financial's EFA Position: Q2 2026 in Review

PlanVest Financial increased its iShares MSCI EAFE ETF (EFA) stake by 0.34% in Q2 2026, buying an estimated $103 and bringing the position to 294 shares worth $30.5K. The position accounts for 0.02% of the portfolio, ranked #288.

PlanVest Financial first reported a position in EFA in Q1 2026 and has held it in 2 quarters since. 2,226 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • PlanVest Financial held 294 shares of iShares MSCI EAFE ETF worth $30.5K as of Q2 2026.
  • PlanVest Financial bought 1 iShares MSCI EAFE ETF share in Q2 2026, an estimated $103.
  • iShares MSCI EAFE ETF made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #288 holding.
  • PlanVest Financial first reported a position in iShares MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,226 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.