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

Strategic Planning Inc’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 Q1	$304K	Buy	+3,130	New	+$313K	0.15%	47

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

NMIMC

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

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

Strategic Planning Inc's EFA Position: Q1 2026 in Review

Strategic Planning Inc opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2026: 3,130 shares worth $304K. The stake represents 0.15% of the portfolio and ranks #47 among its holdings.

2,213 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Strategic Planning Inc held 3,130 shares of iShares MSCI EAFE ETF worth $304K as of Q1 2026.
iShares MSCI EAFE ETF was a new Strategic Planning Inc position in Q1 2026.
iShares MSCI EAFE ETF made up 0.15% of Strategic Planning Inc's portfolio in Q1 2026, its #47 holding.
2,213 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.