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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Prosperity Planning's IEFA Position: Q2 2026 in Review

Prosperity Planning reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7% in Q2 2026, selling an estimated $15.1K and leaving 2,074 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #117.

Prosperity Planning first reported a position in IEFA in Q3 2021 and has held it in 16 quarters since. The position peaked at $235K in Q3 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Prosperity Planning held 2,074 shares of iShares Core MSCI EAFE ETF worth $200K as of Q2 2026.
  • Prosperity Planning sold 157 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $15.1K.
  • iShares Core MSCI EAFE ETF made up 0.05% of Prosperity Planning's portfolio in Q2 2026, its #117 holding.
  • Prosperity Planning first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 16 quarters since.
  • Prosperity Planning's iShares Core MSCI EAFE ETF position peaked at $235K in Q3 2024.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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