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

Independent Advisor Alliance’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$846K	Sell	6,800 -37,600	-85%	-$4.53M	0.02%	513
2026 Q1	$4.94M	Buy	44,400 +40,352	+997%	+$4.75M	0.05%	316
2025 Q4	$461K	Buy	4,048 +1,244	+44%	+$143K	0.01%	669
2025 Q3	$319K	Buy	2,804 +214	+8%	+$23.8K	0.01%	749
2025 Q2	$290K	Buy	+2,590	New	+$273K	0.01%	731
2025 Q1	–	Sell	-46,524	Closed	-$4.5M	–	937
2024 Q4	$4.5M	Buy	+46,524	New	+$4.73M	0.06%	292
2020 Q1	–	Sell	-18,540	Closed	-$1.6M	–	509
2019 Q4	$1.6M	Buy	+18,540	New	+$1.55M	0.07%	275

Other funds holding EFG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Independent Advisor Alliance's EFG Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 85% in Q2 2026, selling an estimated $4.53M and leaving 6,800 shares worth $846K. The position accounts for 0.02% of the portfolio, ranked #513.

Independent Advisor Alliance first reported a position in EFG in Q4 2019 and has held it in 7 quarters since. The position peaked at $4.94M in Q1 2026. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Independent Advisor Alliance held 6,800 shares of iShares MSCI EAFE Growth ETF worth $846K as of Q2 2026.
Independent Advisor Alliance sold 37,600 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $4.53M.
iShares MSCI EAFE Growth ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #513 holding.
Independent Advisor Alliance first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 7 quarters since.
Independent Advisor Alliance's iShares MSCI EAFE Growth ETF position peaked at $4.94M in Q1 2026.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.