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

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

VFA

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

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 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. 806 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.
806 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.