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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
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

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
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
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

XY Planning Network increased its iShares Core MSCI EAFE ETF (IEFA) stake by 20% in Q2 2026, buying an estimated $197K and bringing the position to 12,265 shares worth $1.18M. The position accounts for 0.15% of the portfolio, ranked #129.

XY Planning Network first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • XY Planning Network held 12,265 shares of iShares Core MSCI EAFE ETF worth $1.18M as of Q2 2026.
  • XY Planning Network bought 2,051 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $197K.
  • iShares Core MSCI EAFE ETF made up 0.15% of XY Planning Network's portfolio in Q2 2026, its #129 holding.
  • XY Planning Network first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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