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Independent Wealth Network’s iShares MSCI EAFE ETF EFA Stock Holding History

Independent Wealth Network’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 		$1.21M Buy
11,650
+170
+1% +$17.5K 0.31% 86
2026
Q1 		$1.12M Buy
11,480
+99
+0.9% +$9.9K 0.33% 83
2025
Q4 		$1.09M Buy
11,381
+387
+4% +$36.7K 0.33% 74
2025
Q3 		$1.03M Buy
10,994
+109
+1% +$9.91K 0.33% 76
2025
Q2 		$973K Buy
10,885
+57
+0.5% +$4.87K 0.35% 77
2025
Q1 		$885K Buy
10,828
+775
+8% +$62.5K 0.35% 76
2024
Q4 		$760K Buy
10,053
+344
+4% +$27.2K 0.31% 83
2024
Q3 		$812K Buy
9,709
+15
+0.2% +$1.21K 0.36% 73
2024
Q2 		$759K Buy
9,694
+74
+0.8% +$5.86K 0.35% 77
2024
Q1 		$768K Buy
9,620
+468
+5% +$35.8K 0.36% 73
2023
Q4 		$690K Buy
9,152
+1,911
+26% +$135K 0.36% 73
2023
Q3 		$499K Sell
7,241
-223
-3% -$16K 0.31% 85
2023
Q2 		$541K Buy
7,464
+506
+7% +$36.7K 0.33% 81
2023
Q1 		$498K Buy
6,958
+155
+2% +$10.8K 0.32% 76
2022
Q4 		$447K Sell
6,803
-11
-0.2% -$689 0.31% 76
2022
Q3 		$382K Sell
6,814
-305
-4% -$19K 0.3% 90
2022
Q2 		$445K Sell
7,119
-102
-1% -$6.94K 0.32% 78
2022
Q1 		$531K Sell
7,221
-66
-0.9% -$4.94K 0.34% 82
2021
Q4 		$573K Buy
7,287
+184
+3% +$14.6K 0.35% 74
2021
Q3 		$581K Buy
+7,103
New +$568K 0.38% 72

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Independent Wealth Network's EFA Position: Q2 2026 in Review

Independent Wealth Network increased its iShares MSCI EAFE ETF (EFA) stake by 1.5% in Q2 2026, buying an estimated $17.5K and bringing the position to 11,650 shares worth $1.21M. The position accounts for 0.31% of the portfolio, ranked #86.

Independent Wealth Network first reported a position in EFA in Q3 2021 and has held it in 20 quarters since. 742 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Independent Wealth Network held 11,650 shares of iShares MSCI EAFE ETF worth $1.21M as of Q2 2026.
  • Independent Wealth Network bought 170 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $17.5K.
  • iShares MSCI EAFE ETF made up 0.31% of Independent Wealth Network's portfolio in Q2 2026, its #86 holding.
  • Independent Wealth Network first reported a position in iShares MSCI EAFE ETF in Q3 2021 and has held it in 20 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.