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Prosperity Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Prosperity Planning’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
Q3 		$200K Sell
2,064
-10
-0.5% -$987 0.04% 117
2026
Q2 		$200K Sell
2,074
-157
-7% -$15.1K 0.05% 117
2026
Q1 		$202K Sell
2,231
-18
-0.8% -$1.68K 0.05% 110
2025
Q4 		$201K Sell
2,249
-73
-3% -$6.46K 0.05% 108
2025
Q3 		$203K Sell
2,322
-213
-8% -$18.1K 0.05% 108
2025
Q2 		$212K Sell
2,535
-219
-8% -$17.4K 0.06% 103
2025
Q1 		$208K Sell
2,754
-262
-9% -$19.6K 0.07% 102
2024
Q4 		$212K Hold
3,016
– – 0.07% 101
2024
Q3 		$235K Sell
3,016
-22
-0.7% -$1.65K 0.07% 99
2024
Q2 		$221K Sell
3,038
-36
-1% -$2.65K 0.08% 97
2024
Q1 		$228K Sell
3,074
-18
-0.6% -$1.28K 0.08% 90
2023
Q4 		$218K Buy
+3,092
New +$204K 0.08% 90
2023
Q3 		– Sell
-3,134
Closed -$212K – 89
2023
Q2 		$212K Sell
3,134
-28
-0.9% -$1.9K 0.09% 87
2023
Q1 		$211K Buy
+3,162
New +$207K 0.09% 86
2022
Q2 		– Sell
-3,130
Closed -$218K – 96
2022
Q1 		$218K Hold
3,130
– – 0.11% 69
2021
Q4 		$234K Hold
3,130
– – 0.12% 70
2021
Q3 		$232K Buy
+3,130
New +$238K 0.13% 71

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Prosperity Planning's IEFA Position: Q3 2026 in Review

Prosperity Planning reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.48% in Q3 2026, selling an estimated $987 and leaving 2,064 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #117.

Prosperity Planning first reported a position in IEFA in Q3 2021 and has held it in 17 quarters since. The position peaked at $235K in Q3 2024. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Prosperity Planning held 2,064 shares of iShares Core MSCI EAFE ETF worth $200K as of Q3 2026.
  • Prosperity Planning sold 10 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $987.
  • iShares Core MSCI EAFE ETF made up 0.04% of Prosperity Planning's portfolio in Q3 2026, its #117 holding.
  • Prosperity Planning first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 17 quarters since.
  • Prosperity Planning's iShares Core MSCI EAFE ETF position peaked at $235K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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