Independence Wealth Advisors (Ohio)’s iShares MSCI EAFE ETF EFA Stock Holding History

Independence Wealth Advisors (Ohio)’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	$3.36M	Buy	32,350 +15,018	+87%	+$1.54M	1.69%	17
2026 Q1	$1.68M	Sell	17,332 -15,489	-47%	-$1.55M	0.9%	21
2025 Q4	$3.15M	Buy	+32,821	New	+$3.11M	1.77%	16

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Independence Wealth Advisors (Ohio)'s EFA Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its iShares MSCI EAFE ETF (EFA) stake by 87% in Q2 2026, buying an estimated $1.54M and bringing the position to 32,350 shares worth $3.36M. The position accounts for 1.69% of the portfolio, ranked #17.

Independence Wealth Advisors (Ohio) first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. 2,256 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Independence Wealth Advisors (Ohio) held 32,350 shares of iShares MSCI EAFE ETF worth $3.36M as of Q2 2026.
Independence Wealth Advisors (Ohio) bought 15,018 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.54M.
iShares MSCI EAFE ETF made up 1.69% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #17 holding.
Independence Wealth Advisors (Ohio) first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
2,256 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.