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

Independence Bank of Kentucky’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.26M	Buy	33,744 +1,944	+6%	+$187K	0.37%	58
2026 Q1	$2.88M	Buy	31,800 +4,404	+16%	+$411K	0.36%	59
2025 Q4	$2.45M	Buy	27,396 +4,912	+22%	+$434K	0.3%	72
2025 Q3	$1.96M	Buy	22,484 +623	+3%	+$52.9K	0.25%	83
2025 Q2	$1.82M	Buy	21,861 +904	+4%	+$71.7K	0.26%	85
2025 Q1	$1.59M	Buy	20,957 +1,407	+7%	+$105K	0.25%	88
2024 Q4	$1.37M	Buy	19,550 +1,414	+8%	+$104K	0.21%	101
2024 Q3	$1.42M	Buy	18,136 +420	+2%	+$31.4K	0.3%	86
2024 Q2	$1.29M	Buy	17,716 +117	+0.7%	+$8.61K	0.34%	78
2024 Q1	$1.31M	Sell	17,599 -1,013	-5%	-$72.1K	0.39%	73
2023 Q4	$1.31M	Sell	18,612 -685	-4%	-$45.1K	0.46%	59
2023 Q3	$1.24M	Sell	19,297 -77	-0.4%	-$5.16K	0.52%	53
2023 Q2	$1.31M	Buy	19,374 +750	+4%	+$50.9K	0.53%	59
2023 Q1	$1.25M	Buy	18,624 +176	+1%	+$11.5K	0.54%	58
2022 Q4	$1.14M	Buy	18,448 +4,173	+29%	+$246K	0.51%	61
2022 Q3	$752K	Sell	14,275 -51	-0.4%	-$3K	0.37%	76
2022 Q2	$843K	Buy	14,326 +902	+7%	+$57.9K	0.38%	77
2022 Q1	$933K	Buy	13,424 +905	+7%	+$64K	0.37%	77
2021 Q4	$934K	Sell	12,519 -394	-3%	-$29.6K	0.38%	77
2021 Q3	$959K	Buy	12,913 +1,690	+15%	+$129K	0.41%	70
2021 Q2	$840K	Buy	11,223 +808	+8%	+$61K	0.37%	74
2021 Q1	$750K	Buy	10,415 +615	+6%	+$44K	0.36%	74
2020 Q4	$677K	Sell	9,800 -200	-2%	-$12.9K	0.35%	76
2020 Q3	$603K	Sell	10,000 -25	-0.2%	-$1.51K	0.34%	79
2020 Q2	$573K	Hold	10,025	–	–	0.37%	74
2020 Q1	$500K	Sell	10,025 -1,750	-15%	-$104K	0.39%	73
2019 Q4	$768K	Buy	11,775 +320	+3%	+$20.3K	0.5%	58
2019 Q3	$700K	Buy	11,455 +1,360	+13%	+$82.1K	0.5%	57
2019 Q2	$620K	Buy	10,095 +2,820	+39%	+$173K	0.48%	57
2019 Q1	$442K	Buy	7,275 +1,500	+26%	+$88.5K	0.36%	71
2018 Q4	$318K	Buy	5,775 +3,525	+157%	+$207K	0.29%	74
2018 Q3	$144K	Hold	2,250	–	–	0.11%	119
2018 Q2	$143K	Hold	2,250	–	–	0.12%	114
2018 Q1	$148K	Hold	2,250	–	–	0.13%	120
2017 Q4	$149K	Buy	+2,250	New	+$147K	0.13%	121

Other funds holding IEFA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

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

Independence Bank of Kentucky increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.1% in Q2 2026, buying an estimated $187K and bringing the position to 33,744 shares worth $3.26M. The position accounts for 0.37% of the portfolio, ranked #58.

Independence Bank of Kentucky first reported a position in IEFA in Q4 2017 and has held it in 35 quarters since. 1,432 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Independence Bank of Kentucky held 33,744 shares of iShares Core MSCI EAFE ETF worth $3.26M as of Q2 2026.
Independence Bank of Kentucky bought 1,944 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $187K.
iShares Core MSCI EAFE ETF made up 0.37% of Independence Bank of Kentucky's portfolio in Q2 2026, its #58 holding.
Independence Bank of Kentucky first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 35 quarters since.
1,432 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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