WealthPlan Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

WealthPlan Investment Management’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
2026 Q2	$22M	Buy	227,669 +36,287	+19%	+$3.49M	1.09%	22
2026 Q1	$17.3M	Buy	191,382 +84,692	+79%	+$7.9M	0.97%	25
2025 Q4	$9.54M	Buy	106,690 +45,705	+75%	+$4.04M	0.61%	48
2025 Q3	$5.32M	Buy	60,985 +48,725	+397%	+$4.14M	0.35%	87
2025 Q2	$1.02M	Buy	+12,260	New	+$973K	0.07%	177
2022 Q1	$354K	Buy	+5,468	New	+$387K	0.02%	295

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WealthPlan Investment Management's IEFA Position: Q2 2026 in Review

WealthPlan Investment Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 19% in Q2 2026, buying an estimated $3.49M and bringing the position to 227,669 shares worth $22M. The position accounts for 1.09% of the portfolio, ranked #22.

WealthPlan Investment Management first reported a position in IEFA in Q1 2022 and has held it in 6 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

WealthPlan Investment Management held 227,669 shares of iShares Core MSCI EAFE ETF worth $22M as of Q2 2026.
WealthPlan Investment Management bought 36,287 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.49M.
iShares Core MSCI EAFE ETF made up 1.09% of WealthPlan Investment Management's portfolio in Q2 2026, its #22 holding.
WealthPlan Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 6 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.