Independence Bank of Kentucky’s iShares MSCI EAFE ETF EFA Stock Holding History

Independence Bank of Kentucky’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	$13.3M	Sell	127,608 -1,062	-0.8%	-$109K	1.49%	12
2026 Q1	$12.5M	Buy	128,670 +6,244	+5%	+$625K	1.58%	11
2025 Q4	$11.8M	Sell	122,426 -528	-0.4%	-$50.1K	1.46%	11
2025 Q3	$11.5M	Sell	122,954 -3,235	-3%	-$294K	1.48%	10
2025 Q2	$11.3M	Buy	126,189 +37,291	+42%	+$3.18M	1.6%	10
2025 Q1	$7.27M	Sell	88,898 -7,000	-7%	-$564K	1.14%	15
2024 Q4	$7.25M	Buy	95,898 +17,628	+23%	+$1.4M	1.12%	14
2024 Q3	$6.55M	Sell	78,270 -508	-0.6%	-$40.9K	1.41%	12
2024 Q2	$6.17M	Sell	78,778 -7,940	-9%	-$629K	1.64%	11
2024 Q1	$6.93M	Buy	86,718 +7,200	+9%	+$551K	2.07%	7
2023 Q4	$5.99M	Sell	79,518 -764	-1%	-$54K	2.11%	7
2023 Q3	$5.53M	Sell	80,282 -475	-0.6%	-$34K	2.34%	4
2023 Q2	$5.85M	Buy	80,757 +2,230	+3%	+$162K	2.37%	5
2023 Q1	$5.62M	Buy	78,527 +5,325	+7%	+$372K	2.44%	4
2022 Q4	$4.8M	Sell	73,202 -3,870	-5%	-$242K	2.16%	4
2022 Q3	$4.32M	Sell	77,072 -10,200	-12%	-$636K	2.13%	6
2022 Q2	$5.45M	Sell	87,272 -1,700	-2%	-$116K	2.44%	4
2022 Q1	$6.55M	Buy	88,972 +7,514	+9%	+$562K	2.59%	4
2021 Q4	$6.41M	Buy	81,458 +977	+1%	+$77.4K	2.62%	4
2021 Q3	$6.28M	Buy	80,481 +3,750	+5%	+$300K	2.72%	4
2021 Q2	$6.05M	Buy	76,731 +13,125	+21%	+$1.04M	2.68%	4
2021 Q1	$4.83M	Buy	63,606 +22,594	+55%	+$1.7M	2.34%	5
2020 Q4	$2.99M	Sell	41,012 -1,900	-4%	-$130K	1.55%	13
2020 Q3	$2.73M	Buy	42,912 +1,559	+4%	+$99.8K	1.55%	16
2020 Q2	$2.52M	Buy	41,353 +65	+0.2%	+$3.76K	1.63%	13
2020 Q1	$2.21M	Buy	41,288 +21,580	+109%	+$1.37M	1.73%	10
2019 Q4	$1.37M	Buy	19,708 +12,535	+175%	+$847K	0.88%	35
2019 Q3	$468K	Buy	7,173 +983	+16%	+$63.3K	0.33%	72
2019 Q2	$407K	Buy	6,190 +685	+12%	+$44.8K	0.32%	77
2019 Q1	$357K	Buy	5,505 +250	+5%	+$15.8K	0.29%	73
2018 Q4	$309K	Sell	5,255 -6,031	-53%	-$377K	0.28%	75
2018 Q3	$767K	Sell	11,286 -233	-2%	-$15.7K	0.6%	47
2018 Q2	$771K	Sell	11,519 -281	-2%	-$19.7K	0.65%	46
2018 Q1	$822K	Buy	11,800 +3,211	+37%	+$229K	0.7%	44
2017 Q4	$604K	Buy	+8,589	New	+$597K	0.52%	54

Other funds holding EFA

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Independence Bank of Kentucky's EFA Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its iShares MSCI EAFE ETF (EFA) stake by 0.83% in Q2 2026, selling an estimated $109K and leaving 127,608 shares worth $13.3M. The position accounts for 1.49% of the portfolio, ranked #12.

Independence Bank of Kentucky first reported a position in EFA in Q4 2017 and has held it in 35 quarters since. 1,451 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Independence Bank of Kentucky held 127,608 shares of iShares MSCI EAFE ETF worth $13.3M as of Q2 2026.
Independence Bank of Kentucky sold 1,062 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $109K.
iShares MSCI EAFE ETF made up 1.49% of Independence Bank of Kentucky's portfolio in Q2 2026, its #12 holding.
Independence Bank of Kentucky first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 35 quarters since.
1,451 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.