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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
Q3 		$27.1M Buy
260,791
+5,431
+2% +$575K 6.01% 3
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

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Planning's EFA Position: Q3 2026 in Review

Prosperity Planning increased its iShares MSCI EAFE ETF (EFA) stake by 2.1% in Q3 2026, buying an estimated $575K and bringing the position to 260,791 shares worth $27.1M. The position accounts for 6.01% of the portfolio, ranked #3.

Prosperity Planning first reported a position in EFA in Q4 2020 and has held it in 20 quarters since. 119 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Prosperity Planning held 260,791 shares of iShares MSCI EAFE ETF worth $27.1M as of Q3 2026.
  • Prosperity Planning bought 5,431 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $575K.
  • iShares MSCI EAFE ETF made up 6.01% of Prosperity Planning's portfolio in Q3 2026, its #3 holding.
  • Prosperity Planning first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 20 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.