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

Retirement Planning Group (Kansas)’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 		$2.69M Sell
27,816
-7,878
-22% -$757K 0.07% 122
2026
Q1 		$3.23M Buy
35,694
+30,573
+597% +$2.85M 0.1% 93
2025
Q4 		$458K Buy
5,121
+27
+0.5% +$2.39K 0.02% 280
2025
Q3 		$445K Buy
5,094
+120
+2% +$10.2K 0.02% 281
2025
Q2 		$415K Sell
4,974
-93
-2% -$7.38K 0.02% 226
2025
Q1 		$383K Buy
5,067
+20
+0.4% +$1.5K 0.02% 221
2024
Q4 		$355K Buy
5,047
+1,350
+37% +$99.6K 0.02% 215
2024
Q3 		$289K Hold
3,697
– – 0.02% 233
2024
Q2 		$269K Buy
3,697
+5
+0.1% +$368 0.02% 206
2024
Q1 		$274K Sell
3,692
-138
-4% -$9.82K 0.02% 187
2023
Q4 		$269K Sell
3,830
-662
-15% -$43.6K 0.02% 148
2023
Q3 		$289K Sell
4,492
-53
-1% -$3.55K 0.03% 126
2023
Q2 		$307K Hold
4,545
– – 0.03% 126
2023
Q1 		$304K Sell
4,545
-1,064
-19% -$69.8K 0.03% 115
2022
Q4 		$346K Sell
5,609
-328
-6% -$19.3K 0.04% 105
2022
Q3 		$313K Sell
5,937
-36
-0.6% -$2.12K 0.04% 105
2022
Q2 		$351K Sell
5,973
-475
-7% -$30.5K 0.04% 88
2022
Q1 		$448K Sell
6,448
-36
-0.6% -$2.55K 0.05% 75
2021
Q4 		$484K Sell
6,484
-250
-4% -$18.8K 0.05% 71
2021
Q3 		$500K Sell
6,734
-232
-3% -$17.6K 0.06% 55
2021
Q2 		$521K Sell
6,966
-116
-2% -$8.76K 0.06% 58
2021
Q1 		$510K Buy
7,082
+127
+2% +$9.08K 0.07% 45
2020
Q4 		$481K Sell
6,955
-826
-11% -$53.4K 0.07% 46
2020
Q3 		$469K Sell
7,781
-2,359
-23% -$142K 0.08% 46
2020
Q2 		$580K Buy
+10,140
New +$550K 0.11% 38
2013
Q4 		– Sell
-8,821
Closed -$508K – 77
2013
Q3 		$508K Buy
8,821
+2,000
+29% +$110K 0.18% 48
2013
Q2 		$351K Buy
+6,821
New +$369K 0.14% 62

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

Retirement Planning Group (Kansas)'s IEFA Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 22% in Q2 2026, selling an estimated $757K and leaving 27,816 shares worth $2.69M. The position accounts for 0.07% of the portfolio, ranked #122.

Retirement Planning Group (Kansas) first reported a position in IEFA in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.23M in Q1 2026. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Retirement Planning Group (Kansas) held 27,816 shares of iShares Core MSCI EAFE ETF worth $2.69M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 7,878 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $757K.
  • iShares Core MSCI EAFE ETF made up 0.07% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #122 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares Core MSCI EAFE ETF in Q2 2013 and has held it in 27 quarters since.
  • Retirement Planning Group (Kansas)'s iShares Core MSCI EAFE ETF position peaked at $3.23M in Q1 2026.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.