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

Prosperity Planning’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 		$26.5M Buy
255,360
+5,690
+2% +$585K 6.08% 2
2026
Q1 		$24.3M Buy
249,670
+8,305
+3% +$831K 6.14% 2
2025
Q4 		$23.2M Sell
241,365
-6,124
-2% -$581K 6.06% 2
2025
Q3 		$23.1M Buy
247,489
+767
+0.3% +$69.7K 6.23% 2
2025
Q2 		$22.1M Buy
246,722
+3,077
+1% +$263K 6.36% 2
2025
Q1 		$19.9M Buy
243,645
+5,723
+2% +$461K 6.23% 2
2024
Q4 		$18M Buy
237,922
+6,721
+3% +$532K 5.77% 3
2024
Q3 		$19.3M Buy
231,201
+2,836
+1% +$228K 6.13% 2
2024
Q2 		$17.9M Buy
228,365
+1,844
+0.8% +$146K 6.11% 2
2024
Q1 		$18.1M Buy
226,521
+7,542
+3% +$577K 6.26% 2
2023
Q4 		$16.5M Buy
218,979
+6,205
+3% +$439K 6.18% 2
2023
Q3 		$14.7M Buy
212,774
+5,147
+2% +$369K 6.13% 2
2023
Q2 		$15.1M Buy
207,627
+6,271
+3% +$455K 6.21% 2
2023
Q1 		$14.4M Buy
201,356
+21,309
+12% +$1.49M 6.27% 3
2022
Q4 		$13.1M Hold
180,047
– – 6.46% 3
2022
Q3 		$10.1M Buy
180,047
+24,573
+16% +$1.53M 5.27% 3
2022
Q2 		$10.8M Buy
+155,474
New +$10.6M 5.53% 3
2022
Q1 		– Hold
0
– – – 3
2021
Q4 		– Hold
0
– – – 3
2021
Q3 		– Hold
0
– – – 3
2021
Q2 		– Sell
-125,152
Closed -$9.94M – 2
2021
Q1 		$9.49M Buy
125,152
+9,159
+8% +$690K 6.74% 2
2020
Q4 		$8.46M Buy
+115,993
New +$7.93M 7.17% 2

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

Prosperity Planning's EFA Position: Q2 2026 in Review

Prosperity Planning increased its iShares MSCI EAFE ETF (EFA) stake by 2.3% in Q2 2026, buying an estimated $585K and bringing the position to 255,360 shares worth $26.5M. The position accounts for 6.08% of the portfolio, ranked #2.

Prosperity Planning first reported a position in EFA in Q4 2020 and has held it in 19 quarters since. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Prosperity Planning held 255,360 shares of iShares MSCI EAFE ETF worth $26.5M as of Q2 2026.
  • Prosperity Planning bought 5,690 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $585K.
  • iShares MSCI EAFE ETF made up 6.08% of Prosperity Planning's portfolio in Q2 2026, its #2 holding.
  • Prosperity Planning first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 19 quarters since.
  • 2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.