IAA
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Independent Advisor Alliance’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Independent Advisor Alliance’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 		$3.4M Sell
35,169
-724,652
-95% -$69.6M 0.08% 182
2026
Q1 		$68.8M Buy
759,821
+728,075
+2,293% +$68M 0.74% 22
2025
Q4 		$2.84M Buy
31,746
+3,326
+12% +$294K 0.07% 229
2025
Q3 		$2.48M Sell
28,420
-744
-3% -$63.2K 0.06% 248
2025
Q2 		$2.43M Sell
29,164
-360
-1% -$28.6K 0.07% 238
2025
Q1 		$2.23M Sell
29,524
-198,950
-87% -$14.9M 0.07% 238
2024
Q4 		$16.1M Buy
228,474
+198,764
+669% +$14.7M 0.21% 99
2024
Q3 		$2.32M Sell
29,710
-747
-2% -$55.9K 0.08% 198
2024
Q2 		$2.21M Buy
30,457
+1,748
+6% +$129K 0.08% 208
2024
Q1 		$2.13M Sell
28,709
-605
-2% -$43.1K 0.08% 207
2023
Q4 		$2.06M Sell
29,314
-12
-0% -$791 0.07% 206
2023
Q3 		$1.89M Sell
29,326
-48
-0.2% -$3.21K 0.09% 201
2023
Q2 		$1.98M Sell
29,374
-487
-2% -$33K 0.09% 192
2023
Q1 		$2M Sell
29,861
-3,740
-11% -$245K 0.1% 193
2022
Q4 		$2.07M Buy
33,601
+562
+2% +$33.1K 0.71% 23
2022
Q3 		$1.74M Sell
33,039
-1,540
-4% -$90.6K 0.1% 189
2022
Q2 		$2.04M Buy
34,579
+1,568
+5% +$101K 0.11% 162
2022
Q1 		$2.29M Sell
33,011
-875
-3% -$61.9K 0.11% 163
2021
Q4 		$2.53M Sell
33,886
-303
-0.9% -$22.8K 0.12% 136
2021
Q3 		$2.54M Buy
34,189
+576
+2% +$43.8K 0.14% 134
2021
Q2 		$2.52M Buy
33,613
+10,407
+45% +$786K 0.14% 147
2021
Q1 		$1.67M Buy
23,206
+192
+0.8% +$13.7K 0.1% 177
2020
Q4 		$1.59M Sell
23,014
-394
-2% -$25.5K 0.11% 152
2020
Q3 		$1.38M Sell
23,408
-2,995
-11% -$181K 0.1% 146
2020
Q2 		$1.58M Sell
26,403
-459
-2% -$24.9K 0.17% 113
2020
Q1 		$1.34M Sell
26,862
-596,672
-96% -$35.5M 0.2% 95
2019
Q4 		$40.7M Buy
623,534
+586,442
+1,581% +$37.2M 1.77% 6
2019
Q3 		$2.38M Buy
37,092
+4,496
+14% +$271K 0.29% 81
2019
Q2 		$2K Buy
32,596
+6,042
+23% +$370K ﹤0.01% 414
2019
Q1 		$1.61M Sell
26,554
-2,846
-10% -$168K 0.23% 100
2018
Q4 		$1.71M Buy
29,400
+2,966
+11% +$174K 0.3% 78
2018
Q3 		$2K Buy
26,434
+2,398
+10% +$153K ﹤0.01% 376
2018
Q2 		$2K Sell
24,036
-3,644
-13% -$241K ﹤0.01% 351
2018
Q1 		$1.62M Buy
+27,680
New +$1.86M 0.36% 76
2017
Q2 		– Sell
-68,725
Closed -$3.96M – 305
2017
Q1 		$3.96M Buy
+68,725
New +$3.86M 0.63% 44

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Independent Advisor Alliance reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 95% in Q2 2026, selling an estimated $69.6M and leaving 35,169 shares worth $3.4M. The position accounts for 0.08% of the portfolio, ranked #182.

Independent Advisor Alliance first reported a position in IEFA in Q1 2017 and has held it in 35 quarters since. The position peaked at $68.8M in Q1 2026. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Independent Advisor Alliance held 35,169 shares of iShares Core MSCI EAFE ETF worth $3.4M as of Q2 2026.
  • Independent Advisor Alliance sold 724,652 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $69.6M.
  • iShares Core MSCI EAFE ETF made up 0.08% of Independent Advisor Alliance's portfolio in Q2 2026, its #182 holding.
  • Independent Advisor Alliance first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and has held it in 35 quarters since.
  • Independent Advisor Alliance's iShares Core MSCI EAFE ETF position peaked at $68.8M in Q1 2026.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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