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Retirement Planning Group (Kansas)’s iShares MSCI EAFE ETF EFA Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		$2.26M Sell
23,262
-3,080
-12% -$308K 0.07% 122
2025
Q4 		$2.53M Sell
26,342
-1,005
-4% -$95.3K 0.08% 99
2025
Q3 		$2.55M Buy
27,347
+588
+2% +$53.5K 0.09% 95
2025
Q2 		$2.39M Sell
26,759
-3,192
-11% -$273K 0.1% 78
2025
Q1 		$2.45M Sell
29,951
-8,551
-22% -$689K 0.11% 69
2024
Q4 		$2.91M Sell
38,502
-32,117
-45% -$2.54M 0.15% 61
2024
Q3 		$5.91M Buy
+70,619
New +$5.68M 0.32% 38
2015
Q4 		– Sell
-5,134
Closed -$294K – 57
2015
Q3 		$294K Sell
5,134
-5,339
-51% -$330K 0.13% 44
2015
Q2 		$665K Sell
10,473
-3,752
-26% -$250K 0.27% 38
2015
Q1 		$913K Sell
14,225
-24,835
-64% -$1.56M 0.36% 37
2014
Q4 		$2.38M Buy
39,060
+9,717
+33% +$607K 0.73% 24
2014
Q3 		$1.88M Sell
29,343
-1,902
-6% -$127K 0.59% 27
2014
Q2 		$2.14M Sell
31,245
-3,502
-10% -$240K 0.65% 26
2014
Q1 		$2.33M Sell
34,747
-1,280
-4% -$84.6K 0.75% 26
2013
Q4 		$2.42M Sell
36,027
-5,052
-12% -$330K 0.86% 24
2013
Q3 		$2.62M Sell
41,079
-2,009
-5% -$123K 0.95% 23
2013
Q2 		$2.47M Buy
+43,088
New +$2.61M 1.02% 28

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Planning Group (Kansas)'s EFA Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares MSCI EAFE ETF (EFA) stake by 12% in Q1 2026, selling an estimated $308K and leaving 23,262 shares worth $2.26M. The position accounts for 0.07% of the portfolio, ranked #122.

Retirement Planning Group (Kansas) first reported a position in EFA in Q2 2013 and has held it in 17 quarters since. The position peaked at $5.91M in Q3 2024. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Retirement Planning Group (Kansas) held 23,262 shares of iShares MSCI EAFE ETF worth $2.26M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 3,080 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $308K.
  • iShares MSCI EAFE ETF made up 0.07% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #122 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 17 quarters since.
  • Retirement Planning Group (Kansas)'s iShares MSCI EAFE ETF position peaked at $5.91M in Q3 2024.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.