Vertex Planning Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Vertex Planning Partners’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	-4,185	Closed	-$391K	–	141
2025 Q3	$391K	Buy	4,185 +57	+1%	+$5.18K	0.07%	139
2025 Q2	$369K	Buy	4,128 +57	+1%	+$4.87K	0.08%	132
2025 Q1	$333K	Sell	4,071 -7	-0.2%	-$564	0.07%	136
2024 Q4	$308K	Buy	4,078 +53	+1%	+$4.2K	0.07%	144
2024 Q3	$337K	Sell	4,025 -102	-2%	-$8.21K	0.08%	118
2024 Q2	$323K	Buy	4,127 +66	+2%	+$5.23K	0.08%	114
2024 Q1	$324K	Hold	4,061	–	–	0.09%	118
2023 Q4	$306K	Buy	4,061 +45	+1%	+$3.18K	0.09%	116
2023 Q3	$277K	Hold	4,016	–	–	0.1%	111
2023 Q2	$291K	Buy	4,016 +64	+2%	+$4.65K	0.1%	111
2023 Q1	$283K	Sell	3,952 -254	-6%	-$17.8K	0.11%	96
2022 Q4	$276K	Buy	+4,206	New	+$263K	0.11%	113

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vertex Planning Partners's EFA Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares MSCI EAFE ETF (EFA) in Q4 2025, closing a stake of 4,185 shares — an estimated $391K sold.

Vertex Planning Partners first reported a position in EFA in Q4 2022 and held it in 12 quarters. The position peaked at $391K in Q3 2025. 2,208 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

Vertex Planning Partners reported no remaining iShares MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 4,185 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $391K.
Vertex Planning Partners first reported a position in iShares MSCI EAFE ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's iShares MSCI EAFE ETF position peaked at $391K in Q3 2025.
2,208 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.