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

Independent Financial Group’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 		$3.82M Buy
39,513
+17,168
+77% +$1.65M 0.07% 274
2026
Q1 		$2.02M Buy
22,345
+948
+4% +$88.5K 0.05% 405
2025
Q4 		$1.91M Buy
21,397
+1,518
+8% +$134K 0.04% 401
2025
Q3 		$1.74M Buy
19,879
+2,224
+13% +$189K 0.04% 429
2025
Q2 		$1.47M Buy
17,655
+2,717
+18% +$216K 0.04% 425
2025
Q1 		$1.13M Sell
14,938
-126
-0.8% -$9.42K 0.04% 452
2024
Q4 		$1.06M Buy
15,064
+1,444
+11% +$107K 0.04% 465
2024
Q3 		$1.06M Buy
13,620
+417
+3% +$31.2K 0.04% 427
2024
Q2 		$959K Buy
13,203
+1,744
+15% +$128K 0.04% 418
2024
Q1 		$850K Sell
11,459
-647
-5% -$46.1K 0.04% 420
2023
Q4 		$852K Sell
12,106
-1,054
-8% -$69.5K 0.05% 407
2023
Q3 		$847K Buy
13,160
+2,688
+26% +$180K 0.06% 359
2023
Q2 		$707K Sell
10,472
-293
-3% -$19.9K 0.05% 392
2023
Q1 		$720K Sell
10,765
-876
-8% -$57.4K 0.06% 364
2022
Q4 		$718K Buy
11,641
+3,402
+41% +$200K 0.06% 331
2022
Q3 		$434K Buy
8,239
+415
+5% +$24.4K 0.04% 426
2022
Q2 		$460K Sell
7,824
-859
-10% -$55.1K 0.05% 405
2022
Q1 		$604K Buy
8,683
+490
+6% +$34.7K 0.05% 371
2021
Q4 		$612K Buy
8,193
+1,063
+15% +$79.9K 0.05% 368
2021
Q3 		$529K Sell
7,130
-105
-1% -$7.99K 0.05% 347
2021
Q2 		$542K Buy
7,235
+46
+0.6% +$3.47K 0.06% 346
2021
Q1 		$518K Buy
7,189
+370
+5% +$26.4K 0.07% 326
2020
Q4 		$471K Sell
6,819
-155
-2% -$10K 0.07% 322
2020
Q3 		$420K Sell
6,974
-784
-10% -$47.3K 0.08% 278
2020
Q2 		$443K Sell
7,758
-3,840
-33% -$208K 0.1% 243
2020
Q1 		$579K Buy
+11,598
New +$690K 0.17% 154

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 Financial Group's IEFA Position: Q2 2026 in Review

Independent Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 77% in Q2 2026, buying an estimated $1.65M and bringing the position to 39,513 shares worth $3.82M. The position accounts for 0.07% of the portfolio, ranked #274.

Independent Financial Group first reported a position in IEFA in Q1 2020 and has held it in 26 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Independent Financial Group held 39,513 shares of iShares Core MSCI EAFE ETF worth $3.82M as of Q2 2026.
  • Independent Financial Group bought 17,168 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.65M.
  • iShares Core MSCI EAFE ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #274 holding.
  • Independent Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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