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

RCS Financial 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	$920K	Sell	9,526 -32	-0.3%	-$3.07K	0.44%	41
2026 Q1	$865K	Buy	9,558 +6	+0.1%	+$560	0.45%	42
2025 Q4	$855K	Sell	9,552 -3	-0%	-$265	0.37%	51
2025 Q3	$834K	Hold	9,555	–	–	0.37%	49
2025 Q2	$798K	Buy	9,555 +143	+2%	+$11.3K	0.4%	44
2025 Q1	$712K	Sell	9,412 -9	-0.1%	-$673	0.38%	43
2024 Q4	$662K	Sell	9,421 -1	-0%	-$74	0.35%	43
2024 Q3	$735K	Buy	9,422 +1	+0%	+$75	0.41%	36
2024 Q2	$684K	Hold	9,421	–	–	0.4%	39
2024 Q1	$699K	Sell	9,421 -2	-0%	-$142	0.43%	41
2023 Q4	$663K	Sell	9,423 -33	-0.3%	-$2.17K	0.43%	37
2023 Q3	$608K	Sell	9,456 -1,446	-13%	-$96.8K	0.46%	38
2023 Q2	$736K	Sell	10,902 -114	-1%	-$7.73K	0.61%	33
2023 Q1	$736K	Sell	11,016 -330	-3%	-$21.6K	0.65%	31
2022 Q4	$699K	Buy	+11,346	New	+$668K	0.68%	29

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RCS Financial Planning's IEFA Position: Q2 2026 in Review

RCS Financial Planning reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.33% in Q2 2026, selling an estimated $3.07K and leaving 9,526 shares worth $920K. The position accounts for 0.44% of the portfolio, ranked #41.

RCS Financial Planning first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

RCS Financial Planning held 9,526 shares of iShares Core MSCI EAFE ETF worth $920K as of Q2 2026.
RCS Financial Planning sold 32 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.07K.
iShares Core MSCI EAFE ETF made up 0.44% of RCS Financial Planning's portfolio in Q2 2026, its #41 holding.
RCS Financial Planning first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.