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

Total Wealth Planning’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$301K	Sell	3,366 -29,203	-90%	-$2.58M	0.64%	32
2025 Q3	$2.84M	Buy	32,569 +7,318	+29%	+$622K	0.33%	42
2025 Q2	$2.11M	Buy	25,251 +21,078	+505%	+$1.67M	0.27%	46
2025 Q1	$316K	Hold	4,173	–	–	0.05%	75
2024 Q4	$293K	Hold	4,173	–	–	0.05%	82
2024 Q3	$326K	Sell	4,173 -127	-3%	-$9.51K	0.05%	76
2024 Q2	$325K	Buy	4,300 +100	+2%	+$7.36K	0.05%	76
2024 Q1	$312K	Hold	4,200	–	–	0.05%	79
2023 Q4	$295K	Buy	+4,200	New	+$277K	0.05%	80

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Total Wealth Planning reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 90% in Q4 2025, selling an estimated $2.58M and leaving 3,366 shares worth $301K. The position accounts for 0.64% of the portfolio, ranked #32.

Total Wealth Planning first reported a position in IEFA in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.84M in Q3 2025. 2,338 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

Total Wealth Planning held 3,366 shares of iShares Core MSCI EAFE ETF worth $301K as of Q4 2025.
Total Wealth Planning sold 29,203 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $2.58M.
iShares Core MSCI EAFE ETF made up 0.64% of Total Wealth Planning's portfolio in Q4 2025, its #32 holding.
Total Wealth Planning first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 9 quarters since.
Total Wealth Planning's iShares Core MSCI EAFE ETF position peaked at $2.84M in Q3 2025.
2,338 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

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