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Keebeck Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Keebeck Wealth Management’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 		$242K Hold
2,491
– – 0.03% 371
2025
Q4 		$239K Sell
2,491
-1
-0% -$95 0.03% 334
2025
Q3 		$233K Buy
2,492
+115
+5% +$10.5K 0.03% 333
2025
Q2 		$212K Buy
+2,377
New +$203K 0.03% 323
2024
Q3 		– Sell
-7,759
Closed -$608K – 262
2024
Q2 		$608K Buy
7,759
+7
+0.1% +$554 0.09% 156
2024
Q1 		$619K Hold
7,752
– – 0.09% 165
2023
Q4 		$584K Buy
7,752
+4
+0.1% +$283 0.1% 164
2023
Q3 		$534K Hold
7,748
– – 0.09% 163
2023
Q2 		$562K Buy
7,748
+7
+0.1% +$508 0.08% 168
2023
Q1 		$554K Buy
7,741
+578
+8% +$40.4K 0.09% 152
2022
Q4 		$470K Sell
7,163
-1,090
-13% -$68.3K 0.08% 159
2022
Q3 		$462K Buy
8,253
+2,663
+48% +$166K 0.09% 157
2022
Q2 		$349K Buy
5,590
+1,948
+53% +$133K 0.07% 181
2022
Q1 		$268K Buy
+3,642
New +$272K 0.04% 207

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Keebeck Wealth Management's EFA Position: Q1 2026 in Review

Keebeck Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 2,491 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #371.

Keebeck Wealth Management first reported a position in EFA in Q1 2022 and has held it in 14 quarters since. The position peaked at $619K in Q1 2024. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Keebeck Wealth Management held 2,491 shares of iShares MSCI EAFE ETF worth $242K as of Q1 2026.
  • Keebeck Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #371 holding.
  • Keebeck Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 14 quarters since.
  • Keebeck Wealth Management's iShares MSCI EAFE ETF position peaked at $619K in Q1 2024.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.