Planning Strategies Inc.’s iShares MSCI EAFE ETF EFA Stock Holding History

Planning Strategies Inc.’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
2026 Q2	$831	Buy	+8	New	+$823	﹤0.01%	780

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Planning Strategies Inc.'s EFA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 8 shares worth $831. The stake represents ﹤0.01% of the portfolio and ranks #780 among its holdings.

1,027 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Planning Strategies Inc. held 8 shares of iShares MSCI EAFE ETF worth $831 as of Q2 2026.
iShares MSCI EAFE ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares MSCI EAFE ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #780 holding.
1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.