Strategic Planning Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Strategic Planning Group’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 Q2	$200K	Buy	+1,925	New	+$198K	0.02%	75

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Strategic Planning Group's EFA Position: Q2 2026 in Review

Strategic Planning Group opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 1,925 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #75 among its holdings.

2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Strategic Planning Group held 1,925 shares of iShares MSCI EAFE ETF worth $200K as of Q2 2026.
iShares MSCI EAFE ETF was a new Strategic Planning Group position in Q2 2026.
iShares MSCI EAFE ETF made up 0.02% of Strategic Planning Group's portfolio in Q2 2026, its #75 holding.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.