Independent Family Office’s iShares MSCI EAFE ETF EFA Stock Holding History

Independent Family Office’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	$653K	Sell	6,728 -446	-6%	-$44.6K	0.27%	50
2025 Q4	$689K	Hold	7,174	–	–	0.29%	47
2025 Q3	$670K	Hold	7,174	–	–	0.28%	46
2025 Q2	$641K	Buy	+7,174	New	+$612K	0.3%	44
2022 Q1	–	Sell	-2,588	Closed	-$204K	–	70
2021 Q4	$204K	Buy	+2,588	New	+$205K	0.08%	56

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independent Family Office's EFA Position: Q1 2026 in Review

Independent Family Office reduced its iShares MSCI EAFE ETF (EFA) stake by 6.2% in Q1 2026, selling an estimated $44.6K and leaving 6,728 shares worth $653K. The position accounts for 0.27% of the portfolio, ranked #50.

Independent Family Office first reported a position in EFA in Q4 2021 and has held it in 5 quarters since. The position peaked at $689K in Q4 2025. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Independent Family Office held 6,728 shares of iShares MSCI EAFE ETF worth $653K as of Q1 2026.
Independent Family Office sold 446 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $44.6K.
iShares MSCI EAFE ETF made up 0.27% of Independent Family Office's portfolio in Q1 2026, its #50 holding.
Independent Family Office first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 5 quarters since.
Independent Family Office's iShares MSCI EAFE ETF position peaked at $689K in Q4 2025.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.