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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Retirement Planning Group (Kansas) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 597% in Q1 2026, buying an estimated $2.85M and bringing the position to 35,694 shares worth $3.23M. The position accounts for 0.1% of the portfolio, ranked #93.

Retirement Planning Group (Kansas) first reported a position in IEFA in Q2 2013 and has held it in 26 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Retirement Planning Group (Kansas) held 35,694 shares of iShares Core MSCI EAFE ETF worth $3.23M as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 30,573 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.85M.
  • iShares Core MSCI EAFE ETF made up 0.1% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #93 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares Core MSCI EAFE ETF in Q2 2013 and has held it in 26 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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