S.E.E.D. Planning Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

S.E.E.D. Planning Group’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 Q3	$501K	Buy	+5,174	New	+$511K	0.12%	72
2022 Q1	–	Sell	-3,502	Closed	-$261K	–	98
2021 Q4	$261K	Hold	3,502	–	–	0.11%	72
2021 Q3	$260K	Hold	3,502	–	–	0.12%	67
2021 Q2	$262K	Hold	3,502	–	–	0.13%	70
2021 Q1	$252K	Buy	+3,502	New	+$250K	0.14%	66

Other funds holding IEFA

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

S.E.E.D. Planning Group's IEFA Position: Q3 2026 in Review

S.E.E.D. Planning Group opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 5,174 shares worth $501K. The stake represents 0.12% of the portfolio and ranks #72 among its holdings. This is a return to the name: S.E.E.D. Planning Group previously reported a position in IEFA as recently as Q4 2021.

S.E.E.D. Planning Group first reported a position in IEFA in Q1 2021 and has held it in 5 quarters since. 551 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

S.E.E.D. Planning Group held 5,174 shares of iShares Core MSCI EAFE ETF worth $501K as of Q3 2026.
iShares Core MSCI EAFE ETF was a new S.E.E.D. Planning Group position in Q3 2026.
iShares Core MSCI EAFE ETF made up 0.12% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #72 holding.
S.E.E.D. Planning Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 5 quarters since.
551 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.