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

Sequent 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 		$7.57M Buy
78,396
+12,054
+18% +$1.16M 1.62% 11
2026
Q1 		$6.01M Buy
66,342
+11,982
+22% +$1.12M 1.45% 14
2025
Q4 		$4.86M Buy
54,360
+14,652
+37% +$1.3M 1.24% 18
2025
Q3 		$3.47M Buy
+39,708
New +$3.37M 0.98% 26

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

Sequent Planning's IEFA Position: Q2 2026 in Review

Sequent Planning increased its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q2 2026, buying an estimated $1.16M and bringing the position to 78,396 shares worth $7.57M. The position accounts for 1.62% of the portfolio, ranked #11.

Sequent Planning first reported a position in IEFA in Q3 2025 and has held it in 4 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Sequent Planning held 78,396 shares of iShares Core MSCI EAFE ETF worth $7.57M as of Q2 2026.
  • Sequent Planning bought 12,054 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.16M.
  • iShares Core MSCI EAFE ETF made up 1.62% of Sequent Planning's portfolio in Q2 2026, its #11 holding.
  • Sequent Planning first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.