PlanWiser Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

PlanWiser Financial’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	$269K	Sell	2,782 -1,084	-28%	-$104K	0.19%	45
2026 Q1	$373K	Sell	3,866 -7	-0.2%	-$653	0.27%	40
2025 Q4	$358K	Buy	3,873 +943	+32%	+$83.4K	0.27%	40
2025 Q3	$258K	Sell	2,930 -22	-0.7%	-$1.87K	0.21%	47
2025 Q2	$246K	Sell	2,952 -1,075	-27%	-$85.3K	0.21%	42
2025 Q1	$321K	Buy	+4,027	New	+$301K	0.29%	41

Other funds holding IEFA

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PlanWiser Financial's IEFA Position: Q2 2026 in Review

PlanWiser Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 28% in Q2 2026, selling an estimated $104K and leaving 2,782 shares worth $269K. The position accounts for 0.19% of the portfolio, ranked #45.

PlanWiser Financial first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $373K in Q1 2026. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

PlanWiser Financial held 2,782 shares of iShares Core MSCI EAFE ETF worth $269K as of Q2 2026.
PlanWiser Financial sold 1,084 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $104K.
iShares Core MSCI EAFE ETF made up 0.19% of PlanWiser Financial's portfolio in Q2 2026, its #45 holding.
PlanWiser Financial first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
PlanWiser Financial's iShares Core MSCI EAFE ETF position peaked at $373K in Q1 2026.
2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.