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

Keebeck Wealth Management’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
Q1 		$1.36M Sell
15,064
-2,846
-16% -$266K 0.15% 135
2025
Q4 		$1.6M Buy
17,910
+15,614
+680% +$1.38M 0.18% 121
2025
Q3 		$200K Buy
+2,296
New +$195K 0.02% 353
2024
Q4 		– Sell
-3,106
Closed -$242K – 287
2024
Q3 		$242K Sell
3,106
-971
-24% -$72.7K 0.04% 229
2024
Q2 		$296K Sell
4,077
-216
-5% -$15.9K 0.04% 220
2024
Q1 		$319K Buy
4,293
+55
+1% +$3.92K 0.05% 232
2023
Q4 		$298K Buy
4,238
+303
+8% +$20K 0.05% 227
2023
Q3 		$253K Sell
3,935
-367
-9% -$24.6K 0.04% 228
2023
Q2 		$290K Sell
4,302
-1,629
-27% -$110K 0.04% 221
2023
Q1 		$396K Sell
5,931
-1,489
-20% -$97.6K 0.06% 179
2022
Q4 		$457K Buy
7,420
+2,627
+55% +$155K 0.08% 163
2022
Q3 		$252K Buy
4,793
+404
+9% +$23.8K 0.05% 206
2022
Q2 		$258K Sell
4,389
-1,364
-24% -$87.5K 0.05% 204
2022
Q1 		$400K Sell
5,753
-2,173
-27% -$154K 0.07% 177
2021
Q4 		$592K Buy
7,926
+1,608
+25% +$121K 0.11% 135
2021
Q3 		$469K Sell
6,318
-1,720
-21% -$131K 0.09% 140
2021
Q2 		$602K Buy
8,038
+4,370
+119% +$330K 0.09% 151
2021
Q1 		$264K Sell
3,668
-6,169
-63% -$441K 0.04% 211
2020
Q4 		$679K Buy
+9,837
New +$636K 0.12% 126
2020
Q3 		– Sell
-670
Closed -$38K – 265
2020
Q2 		$38K Buy
+670
New +$36.3K 0.01% 241
2020
Q1 		– Sell
-215
Closed -$14K – 233
2019
Q4 		$14K Buy
+215
New +$13.6K ﹤0.01% 282

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Keebeck Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 16% in Q1 2026, selling an estimated $266K and leaving 15,064 shares worth $1.36M. The position accounts for 0.15% of the portfolio, ranked #135.

Keebeck Wealth Management first reported a position in IEFA in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.6M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Keebeck Wealth Management held 15,064 shares of iShares Core MSCI EAFE ETF worth $1.36M as of Q1 2026.
  • Keebeck Wealth Management sold 2,846 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $266K.
  • iShares Core MSCI EAFE ETF made up 0.15% of Keebeck Wealth Management's portfolio in Q1 2026, its #135 holding.
  • Keebeck Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 21 quarters since.
  • Keebeck Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.6M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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