Investment Research & Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Investment Research & Advisory 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	$41.9K	Hold	403	–	–	0.01%	148
2026 Q1	$39.1K	Buy	+403	New	+$40.3K	0.01%	142
2024 Q3	–	Sell	-64	Closed	-$5.01K	–	212
2024 Q2	$5.01K	Hold	64	–	–	﹤0.01%	168
2024 Q1	$5.11K	Hold	64	–	–	﹤0.01%	170
2023 Q4	$4.82K	Hold	64	–	–	﹤0.01%	166
2023 Q3	$4.41K	Hold	64	–	–	﹤0.01%	173
2023 Q2	$4.64K	Hold	64	–	–	﹤0.01%	180
2023 Q1	$4.58K	Hold	64	–	–	﹤0.01%	161
2022 Q4	$4.2K	Hold	64	–	–	﹤0.01%	164
2022 Q3	$4K	Hold	64	–	–	﹤0.01%	163
2022 Q2	$4K	Hold	64	–	–	﹤0.01%	163
2022 Q1	$5K	Hold	64	–	–	﹤0.01%	170
2021 Q4	$5K	Hold	64	–	–	﹤0.01%	177
2021 Q3	$5K	Hold	64	–	–	﹤0.01%	136
2021 Q2	$5K	Hold	64	–	–	﹤0.01%	154
2021 Q1	$5K	Hold	64	–	–	﹤0.01%	128
2020 Q4	$5K	Hold	64	–	–	﹤0.01%	133
2020 Q3	$4K	Hold	64	–	–	﹤0.01%	137
2020 Q2	$4K	Hold	64	–	–	﹤0.01%	138
2020 Q1	$3K	Hold	64	–	–	﹤0.01%	139
2019 Q4	$4K	Buy	+64	New	+$4.32K	﹤0.01%	179

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Investment Research & Advisory Group's EFA Position: Q2 2026 in Review

Investment Research & Advisory Group held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 403 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #148.

Investment Research & Advisory Group first reported a position in EFA in Q4 2019 and has held it in 21 quarters since. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Investment Research & Advisory Group held 403 shares of iShares MSCI EAFE ETF worth $41.9K as of Q2 2026.
Investment Research & Advisory Group left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #148 holding.
Investment Research & Advisory Group first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 21 quarters since.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.