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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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. 2,208 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.
  • 2,208 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.