XY Planning Network’s iShares MSCI EAFE ETF EFA Stock Holding History

XY Planning Network’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	$423K	Buy	4,075 +775	+23%	+$79.7K	0.05%	227
2026 Q1	$325K	Sell	3,300 -38	-1%	-$3.8K	0.05%	224
2025 Q4	$321K	Buy	3,338 +874	+35%	+$82.9K	0.06%	213
2025 Q3	$220K	Hold	2,464	–	–	0.08%	164
2025 Q2	$220K	Buy	+2,464	New	+$210K	0.08%	164

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

XY Planning Network's EFA Position: Q2 2026 in Review

XY Planning Network increased its iShares MSCI EAFE ETF (EFA) stake by 23% in Q2 2026, buying an estimated $79.7K and bringing the position to 4,075 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #227.

XY Planning Network first reported a position in EFA in Q2 2025 and has held it in 5 quarters since. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

XY Planning Network held 4,075 shares of iShares MSCI EAFE ETF worth $423K as of Q2 2026.
XY Planning Network bought 775 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $79.7K.
iShares MSCI EAFE ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #227 holding.
XY Planning Network first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.