IFG Advisors
EFA icon

IFG Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

IFG Advisors’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
Q3 		$49.7M Sell
478,746
-14,629
-3% -$1.55M 6.82% 4
2026
Q2 		$51.3M Buy
493,375
+4,104
+0.8% +$422K 7.07% 4
2026
Q1 		$47.5M Buy
489,271
+8,113
+2% +$812K 7.78% 3
2025
Q4 		$46.2M Buy
481,158
+14,632
+3% +$1.39M 7.69% 3
2025
Q3 		$43.6M Sell
466,526
-8,247
-2% -$750K 7.11% 3
2025
Q2 		$42.4M Buy
474,773
+12,910
+3% +$1.1M 7.13% 3
2025
Q1 		$37.7M Buy
461,863
+15,038
+3% +$1.21M 7.27% 2
2024
Q4 		$33.8M Buy
446,825
+30,349
+7% +$2.4M 6.72% 3
2024
Q3 		$34.8M Buy
416,476
+19,992
+5% +$1.61M 7.44% 3
2024
Q2 		$31.1M Buy
396,484
+12,358
+3% +$979K 7.34% 3
2024
Q1 		$30.7M Sell
384,126
-11,915
-3% -$911K 7.94% 3
2023
Q4 		$29.8M Sell
396,041
-13,615
-3% -$962K 8.75% 3
2023
Q3 		$28.2M Buy
409,656
+15,684
+4% +$1.12M 10.03% 3
2023
Q2 		$28.6M Buy
393,972
+20,369
+5% +$1.48M 10.13% 2
2023
Q1 		$26.7M Sell
373,603
-1,091
-0.3% -$76.3K 10.52% 1
2022
Q4 		$24.6M Buy
374,694
+21,683
+6% +$1.36M 10.74% 1
2022
Q3 		$19.8M Buy
353,011
+31,662
+10% +$1.97M 10.01% 2
2022
Q2 		$20.1M Buy
321,349
+5,420
+2% +$369K 10.16% 2
2022
Q1 		$23.3M Buy
315,929
+19,569
+7% +$1.46M 10.27% 3
2021
Q4 		$23.3M Buy
296,360
+11,350
+4% +$899K 9.88% 3
2021
Q3 		$22.2M Buy
285,010
+9,936
+4% +$795K 10.19% 2
2021
Q2 		$21.7M Buy
275,074
+18,092
+7% +$1.44M 10.34% 3
2021
Q1 		$19.5M Buy
256,982
+22,864
+10% +$1.72M 10.67% 2
2020
Q4 		$17.1M Buy
234,118
+10,602
+5% +$725K 10.58% 2
2020
Q3 		$14.2M Buy
223,516
+7,544
+3% +$483K 10.05% 2
2020
Q2 		$13.1M Buy
215,972
+10,453
+5% +$604K 10.38% 2
2020
Q1 		$11M Sell
205,519
-5,529
-3% -$351K 10.86% 2
2019
Q4 		$14.7M Buy
211,048
+23,939
+13% +$1.62M 12.1% 1
2019
Q3 		$12.2M Buy
+187,109
New +$12.1M 11.36% 1

Other funds holding EFA

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

IFG Advisors's EFA Position: Q3 2026 in Review

IFG Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 3% in Q3 2026, selling an estimated $1.55M and leaving 478,746 shares worth $49.7M. The position accounts for 6.82% of the portfolio, ranked #4.

IFG Advisors first reported a position in EFA in Q3 2019 and has held it in 29 quarters since. The position peaked at $51.3M in Q2 2026. 1,632 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • IFG Advisors held 478,746 shares of iShares MSCI EAFE ETF worth $49.7M as of Q3 2026.
  • IFG Advisors sold 14,629 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $1.55M.
  • iShares MSCI EAFE ETF made up 6.82% of IFG Advisors's portfolio in Q3 2026, its #4 holding.
  • IFG Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2019 and has held it in 29 quarters since.
  • IFG Advisors's iShares MSCI EAFE ETF position peaked at $51.3M in Q2 2026.
  • 1,632 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on IFG Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.