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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PlanWiser Financial's IEFA Position: Q1 2026 in Review

PlanWiser Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.18% in Q1 2026, selling an estimated $653 and leaving 3,866 shares worth $373K. The position accounts for 0.27% of the portfolio, ranked #40.

PlanWiser Financial first reported a position in IEFA in Q1 2025 and has held it in 5 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

PlanWiser Financial held 3,866 shares of iShares Core MSCI EAFE ETF worth $373K as of Q1 2026.
PlanWiser Financial sold 7 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $653.
iShares Core MSCI EAFE ETF made up 0.27% of PlanWiser Financial's portfolio in Q1 2026, its #40 holding.
PlanWiser Financial first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.