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

Planning Strategies Inc.’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	$156K	Buy	+1,617	New	+$155K	0.1%	79

Other funds holding IEFA

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

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Planning Strategies Inc. opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 1,617 shares worth $156K. The stake represents 0.1% of the portfolio and ranks #79 among its holdings.

1,064 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Planning Strategies Inc. held 1,617 shares of iShares Core MSCI EAFE ETF worth $156K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.1% of Planning Strategies Inc.'s portfolio in Q2 2026, its #79 holding.
1,064 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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