Total Wealth Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Total Wealth Planning’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
2025 Q4	–	Sell	-2,552	Closed	-$238K	–	56
2025 Q3	$238K	Hold	2,552	–	–	0.03%	104
2025 Q2	$228K	Buy	2,552 +3	+0.1%	+$256	0.03%	101
2025 Q1	$208K	Sell	2,549 -978	-28%	-$78.8K	0.03%	89
2024 Q4	$267K	Sell	3,527 -1,204	-25%	-$95.4K	0.04%	84
2024 Q3	$396K	Hold	4,731	–	–	0.06%	70
2024 Q2	$384K	Sell	4,731 -501	-10%	-$39.7K	0.06%	72
2024 Q1	$418K	Hold	5,232	–	–	0.07%	69
2023 Q4	$394K	Buy	5,232 +2,265	+76%	+$160K	0.07%	72
2023 Q3	$204K	Buy	+2,967	New	+$213K	0.04%	84

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

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

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

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

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

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 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

Total Wealth Planning's EFA Position: Q4 2025 in Review

Total Wealth Planning sold out of iShares MSCI EAFE ETF (EFA) in Q4 2025, closing a stake of 2,552 shares — an estimated $238K sold.

Total Wealth Planning first reported a position in EFA in Q3 2023 and held it in 9 quarters. The position peaked at $418K in Q1 2024. 2,214 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

Total Wealth Planning reported no remaining iShares MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Total Wealth Planning sold 2,552 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $238K.
Total Wealth Planning first reported a position in iShares MSCI EAFE ETF in Q3 2023 and held it in 9 quarters.
Total Wealth Planning's iShares MSCI EAFE ETF position peaked at $418K in Q1 2024.
2,214 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.