WealthPLAN Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

WealthPLAN Partners’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	$3.16M	Buy	32,730 +15,742	+93%	+$1.51M	0.6%	42
2026 Q1	$1.54M	Buy	16,988 +12,189	+254%	+$1.14M	0.3%	92
2025 Q4	$429K	Buy	+4,799	New	+$424K	0.06%	200
2023 Q3	–	Sell	-1,437	Closed	-$97K	–	686
2023 Q2	$97K	Sell	1,437 -1,294	-47%	-$87.8K	0.01%	405
2023 Q1	$183K	Buy	+2,731	New	+$179K	0.02%	323
2022 Q1	$354K	Buy	5,468 +770	+16%	+$54.5K	0.02%	295
2021 Q4	$336K	Buy	4,698 +601	+15%	+$45.2K	0.02%	303
2021 Q3	$308K	Sell	4,097 -43	-1%	-$3.27K	0.02%	308
2021 Q2	$318K	Sell	4,140 -735	-15%	-$55.5K	0.02%	275
2021 Q1	$361K	Buy	4,875 +124	+3%	+$8.86K	0.03%	256
2020 Q4	$335K	Buy	+4,751	New	+$307K	0.03%	256
2020 Q3	–	Sell	-3,379	Closed	-$207K	–	325
2020 Q2	$207K	Buy	+3,379	New	+$183K	0.02%	285
2020 Q1	–	Sell	-3,261	Closed	-$214K	–	268
2019 Q4	$214K	Buy	+3,261	New	+$207K	0.03%	232
2019 Q3	–	Sell	-6,942	Closed	-$410K	–	240
2019 Q2	$410K	Sell	6,942 -721	-9%	-$44.2K	0.06%	161
2019 Q1	$464K	Buy	7,663 +2,475	+48%	+$146K	0.07%	168
2018 Q4	$309K	Buy	+5,188	New	+$304K	0.05%	191
2018 Q3	–	Sell	-7,078	Closed	-$449K	–	268
2018 Q2	$449K	Buy	7,078 +68	+1%	+$4.5K	0.09%	147
2018 Q1	$462K	Buy	7,010 +66	+1%	+$4.43K	0.1%	145
2017 Q4	$459K	Sell	6,944 -184	-3%	-$12K	0.12%	133
2017 Q3	$457K	Buy	7,128 +286	+4%	+$17.9K	0.13%	119
2017 Q2	$417K	Buy	+6,842	New	+$413K	0.12%	115
2016 Q3	$67.7K	Buy	1,231 +104	+9%	+$5.61K	0.02%	284
2016 Q2	$12.3K	Buy	+1,127	New	+$60.3K	﹤0.01%	1649
2015 Q4	$22.6K	Buy	+416	New	+$23.1K	﹤0.01%	879

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 Partners's IEFA Position: Q2 2026 in Review

WealthPLAN Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 93% in Q2 2026, buying an estimated $1.51M and bringing the position to 32,730 shares worth $3.16M. The position accounts for 0.6% of the portfolio, ranked #42.

WealthPLAN Partners first reported a position in IEFA in Q4 2015 and has held it in 24 quarters since. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

WealthPLAN Partners held 32,730 shares of iShares Core MSCI EAFE ETF worth $3.16M as of Q2 2026.
WealthPLAN Partners bought 15,742 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.51M.
iShares Core MSCI EAFE ETF made up 0.6% of WealthPLAN Partners's portfolio in Q2 2026, its #42 holding.
WealthPLAN Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 24 quarters since.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.