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Independent Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Independent Financial Group’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 		$3.53M Sell
33,952
-11,814
-26% -$1.22M 0.07% 306
2026
Q1 		$4.45M Sell
45,766
-13,568
-23% -$1.36M 0.1% 200
2025
Q4 		$5.7M Buy
59,334
+6,082
+11% +$577K 0.13% 153
2025
Q3 		$4.97M Buy
53,252
+11,544
+28% +$1.05M 0.12% 155
2025
Q2 		$3.73M Buy
41,708
+17,087
+69% +$1.46M 0.1% 198
2025
Q1 		$2.01M Sell
24,621
-4,586
-16% -$370K 0.07% 275
2024
Q4 		$2.21M Sell
29,207
-15,078
-34% -$1.19M 0.07% 269
2024
Q3 		$3.7M Sell
44,285
-6,815
-13% -$548K 0.14% 143
2024
Q2 		$4M Sell
51,100
-5,563
-10% -$441K 0.16% 123
2024
Q1 		$4.53M Buy
56,663
+6,436
+13% +$492K 0.21% 103
2023
Q4 		$3.78M Buy
50,227
+12,890
+35% +$911K 0.2% 109
2023
Q3 		$2.57M Buy
37,337
+2,534
+7% +$182K 0.17% 132
2023
Q2 		$2.52M Buy
34,803
+1,575
+5% +$114K 0.17% 129
2023
Q1 		$2.38M Buy
33,228
+18,593
+127% +$1.3M 0.19% 122
2022
Q4 		$961K Buy
14,635
+8,069
+123% +$505K 0.08% 248
2022
Q3 		$368K Buy
6,566
+1,175
+22% +$73.2K 0.03% 482
2022
Q2 		$337K Sell
5,391
-6,706
-55% -$456K 0.04% 468
2022
Q1 		$890K Buy
12,097
+3,607
+42% +$270K 0.07% 286
2021
Q4 		$668K Buy
8,490
+1,411
+20% +$112K 0.06% 345
2021
Q3 		$552K Sell
7,079
-899
-11% -$71.9K 0.06% 340
2021
Q2 		$629K Buy
7,978
+351
+5% +$27.9K 0.07% 307
2021
Q1 		$579K Sell
7,627
-46
-0.6% -$3.46K 0.07% 297
2020
Q4 		$560K Buy
7,673
+776
+11% +$53.1K 0.08% 280
2020
Q3 		$439K Buy
6,897
+356
+5% +$22.8K 0.08% 270
2020
Q2 		$398K Buy
6,541
+1,215
+23% +$70.3K 0.09% 260
2020
Q1 		$285K Buy
+5,326
New +$338K 0.08% 260

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Royal Bank of Canada
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

Independent Financial Group's EFA Position: Q2 2026 in Review

Independent Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 26% in Q2 2026, selling an estimated $1.22M and leaving 33,952 shares worth $3.53M. The position accounts for 0.07% of the portfolio, ranked #306.

Independent Financial Group first reported a position in EFA in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.7M in Q4 2025. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Independent Financial Group held 33,952 shares of iShares MSCI EAFE ETF worth $3.53M as of Q2 2026.
  • Independent Financial Group sold 11,814 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.22M.
  • iShares MSCI EAFE ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #306 holding.
  • Independent Financial Group first reported a position in iShares MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares MSCI EAFE ETF position peaked at $5.7M in Q4 2025.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.