Keel Point’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.4M | Buy |
395,567
+7,743
| +2% | +$775K | 2.54% | 8 |
|
|
2025
Q4 | $37.2M | Sell |
387,824
-7,524
| -2% | -$714K | 2.24% | 8 |
|
|
2025
Q3 | $36.9M | Sell |
395,348
-2,546
| -0.6% | -$231K | 2.27% | 7 |
|
|
2025
Q2 | $35.6M | Buy |
397,894
+13,080
| +3% | +$1.12M | 2.35% | 7 |
|
|
2025
Q1 | $31.5M | Sell |
384,814
-33,809
| -8% | -$2.72M | 2.44% | 7 |
|
|
2024
Q4 | $31.7M | Buy |
418,623
+56,254
| +16% | +$4.46M | 2.53% | 7 |
|
|
2024
Q3 | $30.3M | Sell |
362,369
-21,319
| -6% | -$1.72M | 2.52% | 8 |
|
|
2024
Q2 | $30.2M | Buy |
383,688
+11,779
| +3% | +$933K | 2.72% | 7 |
|
|
2024
Q1 | $29.7M | Buy |
371,909
+3,849
| +1% | +$294K | 3.07% | 6 |
|
|
2023
Q4 | $27.7M | Buy |
368,060
+3,065
| +0.8% | +$217K | 3.31% | 6 |
|
|
2023
Q3 | $25.2M | Sell |
364,995
-48,334
| -12% | -$3.46M | 3.45% | 6 |
|
|
2023
Q2 | $30M | Buy |
413,329
+48,017
| +13% | +$3.49M | 4% | 4 |
|
|
2023
Q1 | $26.1M | Buy |
365,312
+64,984
| +22% | +$4.55M | 3.77% | 6 |
|
|
2022
Q4 | $19.7M | Buy |
300,328
+53,150
| +22% | +$3.33M | 3.09% | 5 |
|
|
2022
Q3 | $13.8M | Buy |
247,178
+11,436
| +5% | +$713K | 2.37% | 8 |
|
|
2022
Q2 | $15.6M | Buy |
235,742
+31,196
| +15% | +$2.12M | 2.44% | 8 |
|
|
2022
Q1 | $15.1M | Buy |
204,546
+118,649
| +138% | +$8.87M | 2.26% | 7 |
|
|
2021
Q4 | $6.76M | Sell |
85,897
-10,019
| -10% | -$793K | 0.76% | 24 |
|
|
2021
Q3 | $7.48M | Sell |
95,916
-116,123
| -55% | -$9.29M | 0.97% | 23 |
|
|
2021
Q2 | $16.7M | Sell |
212,039
-26,114
| -11% | -$2.07M | 1.86% | 9 |
|
|
2021
Q1 | $18.1M | Sell |
238,153
-64,374
| -21% | -$4.85M | 1.76% | 11 |
|
|
2020
Q4 | $22.1M | Buy |
302,527
+204,774
| +209% | +$14M | 1.97% | 10 |
|
|
2020
Q3 | $6.22M | Sell |
97,753
-2,671
| -3% | -$171K | 0.56% | 29 |
|
|
2020
Q2 | $6.11M | Sell |
100,424
-4,145
| -4% | -$240K | 0.63% | 27 |
|
|
2020
Q1 | $5.59M | Sell |
104,569
-1,262
| -1% | -$80.1K | 0.72% | 30 |
|
|
2019
Q4 | $7.35M | Buy |
105,831
+5,502
| +5% | +$372K | 0.8% | 25 |
|
|
2019
Q3 | $6.54M | Buy |
100,329
+18,883
| +23% | +$1.22M | 0.8% | 25 |
|
|
2019
Q2 | $5.35M | Buy |
81,446
+13,504
| +20% | +$884K | 0.61% | 29 |
|
|
2019
Q1 | $4.41M | Buy |
67,942
+9,642
| +17% | +$607K | 0.51% | 30 |
|
|
2018
Q4 | $3.43M | Buy |
58,300
+38,318
| +192% | +$2.39M | 0.46% | 28 |
|
|
2018
Q3 | $1.36M | Buy |
19,982
+1,900
| +11% | +$128K | 0.17% | 47 |
|
|
2018
Q2 | $1.21M | Buy |
18,082
+2,453
| +16% | +$172K | 0.16% | 44 |
|
|
2018
Q1 | $1.09M | Sell |
15,629
-2,101
| -12% | -$150K | 0.15% | 46 |
|
|
2017
Q4 | $1.25M | Sell |
17,730
-136,398
| -88% | -$9.48M | 0.17% | 47 |
|
|
2017
Q3 | $10.6M | Buy |
154,128
+136,563
| +777% | +$9.13M | 1.61% | 12 |
|
|
2017
Q2 | $1.15M | Sell |
17,565
-2,027
| -10% | -$131K | 0.23% | 46 |
|
|
2017
Q1 | $1.22M | Buy |
19,592
+14,390
| +277% | +$870K | 0.25% | 44 |
|
|
2016
Q4 | $300K | Sell |
5,202
-307
| -6% | -$17.7K | 0.07% | 119 |
|
|
2016
Q3 | $326K | Sell |
5,509
-85
| -2% | -$4.93K | 0.12% | 99 |
|
|
2016
Q2 | $312K | Sell |
5,594
-2,854
| -34% | -$164K | 0.13% | 103 |
|
|
2016
Q1 | $483K | Sell |
8,448
-17,646
| -68% | -$973K | 0.24% | 70 |
|
|
2015
Q4 | $1.53M | Sell |
26,094
-44,963
| -63% | -$2.71M | 0.83% | 20 |
|
|
2015
Q3 | $4.07M | Sell |
71,057
-1,619
| -2% | -$100K | 2.28% | 12 |
|
|
2015
Q2 | $4.8M | Buy |
72,676
+1,358
| +2% | +$90.4K | 2.29% | 11 |
|
|
2015
Q1 | $4.58M | Buy |
+71,318
| New | +$4.49M | 2.29% | 11 |
|
Other funds holding EFA
NMIMC
Keel Point's EFA Position: Q1 2026 in Review
Keel Point increased its iShares MSCI EAFE ETF (EFA) stake by 2% in Q1 2026, buying an estimated $775K and bringing the position to 395,567 shares worth $38.4M. The position accounts for 2.54% of the portfolio, ranked #8.
Keel Point first reported a position in EFA in Q1 2015 and has held it in 45 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Keel Point held 395,567 shares of iShares MSCI EAFE ETF worth $38.4M as of Q1 2026.
- Keel Point bought 7,743 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $775K.
- iShares MSCI EAFE ETF made up 2.54% of Keel Point's portfolio in Q1 2026, its #8 holding.
- Keel Point first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 45 quarters since.
- 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.