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Independent Advisor Alliance’s iShares MSCI EAFE ETF EFA Stock Holding History

Independent Advisor Alliance’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
Q1 		$5.2M Buy
53,565
+37,607
+236% +$3.76M 0.06% 309
2025
Q4 		$1.53M Buy
15,958
+231
+1% +$21.9K 0.04% 359
2025
Q3 		$1.47M Sell
15,727
-3,356
-18% -$305K 0.04% 363
2025
Q2 		$1.71M Buy
19,083
+13,167
+223% +$1.12M 0.05% 314
2025
Q1 		$484K Sell
5,916
-32,313
-85% -$2.6M 0.02% 534
2024
Q4 		$2.89M Buy
+38,229
New +$3.03M 0.04% 417
2024
Q3 		– Sell
-10,176
Closed -$797K – 725
2024
Q2 		$797K Buy
10,176
+88
+0.9% +$6.97K 0.03% 367
2024
Q1 		$806K Buy
10,088
+1,704
+20% +$130K 0.03% 359
2023
Q4 		$632K Sell
8,384
-250
-3% -$17.7K 0.02% 391
2023
Q3 		$595K Hold
8,634
– – 0.03% 382
2023
Q2 		$626K Buy
8,634
+600
+7% +$43.6K 0.03% 381
2023
Q1 		$575K Hold
8,034
– – 0.03% 393
2022
Q4 		$527K Hold
8,034
– – 0.18% 76
2022
Q3 		$450K Buy
+8,034
New +$501K 0.03% 398
2020
Q1 		– Sell
-70,201
Closed -$4.88M – 507
2019
Q4 		$4.88M Buy
+70,201
New +$4.74M 0.21% 109
2017
Q2 		– Sell
-82,195
Closed -$5.08M – 270
2017
Q1 		$5.08M Buy
+82,195
New +$4.97M 0.81% 28

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independent Advisor Alliance's EFA Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares MSCI EAFE ETF (EFA) stake by 236% in Q1 2026, buying an estimated $3.76M and bringing the position to 53,565 shares worth $5.2M. The position accounts for 0.06% of the portfolio, ranked #309.

Independent Advisor Alliance first reported a position in EFA in Q1 2017 and has held it in 16 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Independent Advisor Alliance held 53,565 shares of iShares MSCI EAFE ETF worth $5.2M as of Q1 2026.
  • Independent Advisor Alliance bought 37,607 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $3.76M.
  • iShares MSCI EAFE ETF made up 0.06% of Independent Advisor Alliance's portfolio in Q1 2026, its #309 holding.
  • Independent Advisor Alliance first reported a position in iShares MSCI EAFE ETF in Q1 2017 and has held it in 16 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.