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

IFP 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
Q2 		$17.2M Buy
165,876
+2,045
+1% +$210K 0.31% 62
2026
Q1 		$15.9M Buy
163,831
+10,699
+7% +$1.07M 0.33% 60
2025
Q4 		$14.7M Buy
153,132
+1,868
+1% +$177K 0.33% 64
2025
Q3 		$14.1M Sell
151,264
-107,247
-41% -$9.75M 0.37% 50
2025
Q2 		$23.1M Sell
258,511
-6,975
-3% -$596K 0.66% 22
2025
Q1 		$21.7M Buy
265,486
+19,800
+8% +$1.6M 0.67% 21
2024
Q4 		$18.6M Sell
245,686
-14,044
-5% -$1.11M 0.61% 29
2024
Q3 		$21.7M Sell
259,730
-4,582
-2% -$369K 0.78% 16
2024
Q2 		$20.7M Buy
264,312
+113,118
+75% +$8.96M 0.82% 18
2024
Q1 		$12.1M Buy
151,194
+4,465
+3% +$342K 0.53% 40
2023
Q4 		$11.1M Sell
146,729
-146,486
-50% -$10.4M 0.52% 36
2023
Q3 		$20.2M Sell
293,215
-52,007
-15% -$3.73M 0.91% 13
2023
Q2 		$25M Buy
345,222
+51,233
+17% +$3.72M 1.05% 10
2023
Q1 		$15.8M Buy
293,989
+62,583
+27% +$4.38M 0.69% 23
2022
Q4 		$12.4M Buy
231,406
+177,185
+327% +$11.1M 0.33% 52
2022
Q3 		$2.96M Buy
54,221
+2,590
+5% +$161K 0.08% 282
2022
Q2 		$2.79M Hold
51,631
– – 0.09% 264
2022
Q1 		$2.79M Sell
51,631
-48,952
-49% -$3.66M 0.09% 264
2021
Q4 		$7.95M Sell
100,583
-187,674
-65% -$14.9M 0.16% 76
2021
Q3 		$22.5M Sell
288,257
-21,191
-7% -$1.7M 0.45% 22
2021
Q2 		$24.4M Sell
309,448
-15,478
-5% -$1.23M 0.5% 20
2021
Q1 		$24.6M Buy
324,926
+74,677
+30% +$5.62M 0.48% 22
2020
Q4 		$18.3M Buy
250,249
+25,469
+11% +$1.74M 0.74% 15
2020
Q3 		$14.3M Buy
224,780
+187,469
+502% +$12M 0.85% 16
2020
Q2 		$2.27M Sell
37,311
-1,974
-5% -$114K 0.18% 125
2020
Q1 		$2.13M Buy
39,285
+7,159
+22% +$454K 0.22% 109
2019
Q4 		$2.24M Sell
32,126
-6,729
-17% -$454K 0.17% 140
2019
Q3 		$2.52M Buy
+38,855
New +$2.5M 0.17% 138
2019
Q1 		$2.78M Sell
42,868
-17,619
-29% -$1.11M 0.38% 52
2018
Q4 		$3.55M Sell
60,487
-18,119
-23% -$1.13M 0.22% 106
2018
Q3 		$5.34M Sell
78,606
-3,856
-5% -$260K 0.22% 100
2018
Q2 		$5.52M Sell
82,462
-108,267
-57% -$7.59M 0.23% 100
2018
Q1 		$13.4M Hold
190,729
– – 0.61% 22
2017
Q4 		$13.4M Buy
190,729
+2,141
+1% +$149K 0.61% 21
2017
Q3 		$12.9M Buy
188,588
+9,637
+5% +$644K 0.51% 31
2017
Q2 		$11.7M Buy
178,951
+24,878
+16% +$1.61M 0.49% 32
2017
Q1 		$9.6M Buy
154,073
+110,153
+251% +$6.66M 0.42% 45
2016
Q4 		$2.54M Sell
43,920
-212,268
-83% -$12.2M 0.12% 186
2016
Q3 		$15.1M Buy
256,188
+182,917
+250% +$10.6M 0.79% 15
2016
Q2 		$4.09M Buy
73,271
+30,403
+71% +$1.75M 0.23% 87
2016
Q1 		$2.78M Sell
42,868
-22,160
-34% -$1.22M 0.38% 52
2015
Q4 		$3.82M Buy
+65,028
New +$3.92M 0.26% 83

Other funds holding EFA

GF
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
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
AI
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

IFP Advisors's EFA Position: Q2 2026 in Review

IFP Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 1.2% in Q2 2026, buying an estimated $210K and bringing the position to 165,876 shares worth $17.2M. The position accounts for 0.31% of the portfolio, ranked #62.

IFP Advisors first reported a position in EFA in Q4 2015 and has held it in 42 quarters since. The position peaked at $25M in Q2 2023. 713 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • IFP Advisors held 165,876 shares of iShares MSCI EAFE ETF worth $17.2M as of Q2 2026.
  • IFP Advisors bought 2,045 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $210K.
  • iShares MSCI EAFE ETF made up 0.31% of IFP Advisors's portfolio in Q2 2026, its #62 holding.
  • IFP Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares MSCI EAFE ETF position peaked at $25M in Q2 2023.
  • 713 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.