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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

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 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.

573 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.
  • 573 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.