Vertex Planning Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
Other funds holding IEFA
Vertex Planning Partners's IEFA Position: Q2 2026 in Review
Vertex Planning Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 17% in Q2 2026, buying an estimated $195K and bringing the position to 13,618 shares worth $1.32M. The position accounts for 0.2% of the portfolio, ranked #55.
Vertex Planning Partners first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- Vertex Planning Partners held 13,618 shares of iShares Core MSCI EAFE ETF worth $1.32M as of Q2 2026.
- Vertex Planning Partners bought 2,028 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $195K.
- iShares Core MSCI EAFE ETF made up 0.2% of Vertex Planning Partners's portfolio in Q2 2026, its #55 holding.
- Vertex Planning Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
- 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.