MPS Loria Financial Planners, LLC EFA holdings history
ISHARES MSCI EAFE ETF · CUSIP 464287465 · CIK 1716180
As of 2026-06-30, MPS Loria Financial Planners, LLC reported 33.85K EFA (shares), valued at $3.52M, or 0.81% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares increased 7.61%; reported value increased 15.09%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.81% | 33,846 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 0.81% | 31,453 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 0.82% | 33,251 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 0.82% | 33,090 | SEC filing ↗Filed Oct 17, 2025 |
| Q2 2025 | 0.87% | 33,018 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 0.80% | 32,889 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 0.68% | 30,457 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 0.73% | 29,416 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 0.73% | 29,016 | SEC filing ↗Filed Jul 10, 2024 |
| Q1 2024 | 0.76% | 28,276 | SEC filing ↗Filed Apr 17, 2024 |
| Q4 2023 | 0.80% | 30,074 | SEC filing ↗Filed Feb 7, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.80% | 30,074 | $2.27M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 7, 2024 |
| Q1 2024 | 0.76% | 28,276 | $2.26M | Shares decreased 5.98%; reported value decreased 0.35%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2024 |
| Q2 2024 | 0.73% | 29,016 | $2.27M | Shares increased 2.62%; reported value increased 0.65%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2024 |
| Q3 2024 | 0.73% | 29,416 | $2.46M | Shares increased 1.38%; reported value increased 8.24%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 0.68% | 30,457 | $2.30M | Shares increased 3.54%; reported value decreased 6.39%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 0.80% | 32,889 | $2.69M | Shares increased 7.99%; reported value increased 16.73%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 0.87% | 33,018 | $2.95M | Shares increased 0.39%; reported value increased 9.80%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 0.82% | 33,090 | $3.09M | Shares increased 0.22%; reported value increased 4.68%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 0.82% | 33,251 | $3.19M | Shares increased 0.49%; reported value increased 3.35%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 0.81% | 31,453 | $3.06M | Shares decreased 5.41%; reported value decreased 4.32%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 0.81% | 33,846 | $3.52M | Shares increased 7.61%; reported value increased 15.09%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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