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

XY Planning Network’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 Q3	$1.43M	Buy	14,764 +2,499	+20%	+$247K	0.15%	123
2026 Q2	$1.18M	Buy	12,265 +2,051	+20%	+$197K	0.15%	129
2026 Q1	$939K	Buy	10,214 +3,361	+49%	+$314K	0.15%	131
2025 Q4	$613K	Buy	6,853 +2,793	+69%	+$247K	0.11%	155
2025 Q3	$339K	Hold	4,060	–	–	0.12%	131
2025 Q2	$339K	Buy	+4,060	New	+$322K	0.12%	131

Other funds holding IEFA

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

XY Planning Network's IEFA Position: Q3 2026 in Review

XY Planning Network increased its iShares Core MSCI EAFE ETF (IEFA) stake by 20% in Q3 2026, buying an estimated $247K and bringing the position to 14,764 shares worth $1.43M. The position accounts for 0.15% of the portfolio, ranked #123.

XY Planning Network first reported a position in IEFA in Q2 2025 and has held it in 6 quarters since. 948 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

XY Planning Network held 14,764 shares of iShares Core MSCI EAFE ETF worth $1.43M as of Q3 2026.
XY Planning Network bought 2,499 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $247K.
iShares Core MSCI EAFE ETF made up 0.15% of XY Planning Network's portfolio in Q3 2026, its #123 holding.
XY Planning Network first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 6 quarters since.
948 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.