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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
2018
Q3 		– Sell
-700
Closed -$47K – 3876
2018
Q2 		$47K Buy
+700
New +$49.1K ﹤0.01% 1951

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.