Keel Point’s iShares MSCI EAFE ETF EFA Stock Holding History

Keel Point’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
2022 Q2	–	Sell	-61,900	Closed	-$368K	–	268
2022 Q1	$368K	Sell	61,900 -437,200	-88%	-$32.7M	0.06%	182
2021 Q4	$37.3M	Sell	499,100 -575,900	-54%	-$45.6M	4.19%	4
2021 Q3	$12.2M	Sell	1,075,000 -125,900	-10%	-$10.1M	1.58%	12
2021 Q2	$14.1M	Sell	1,200,900 -395,600	-25%	-$31.4M	1.57%	11
2021 Q1	$15.3M	Buy	1,596,500 +177,000	+12%	+$13.3M	1.5%	14
2020 Q4	$12.5M	Buy	1,419,500 +1,101,500	+346%	+$75.3M	1.11%	20
2020 Q3	$1.6M	Buy	318,000 +271,900	+590%	+$17.4M	0.15%	90
2020 Q2	$212K	Buy	+46,100	New	+$2.67M	0.02%	178

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

Keel Point's EFA Position: Q2 2026 in Review

Keel Point reduced its iShares MSCI EAFE ETF (EFA) stake by 22% in Q2 2026, selling an estimated $8.91M and leaving 308,982 shares worth $32.1M. The position accounts for 1.9% of the portfolio, ranked #8.

Keel Point first reported a position in EFA in Q1 2015 and has held it in 46 quarters since. The position peaked at $38.4M in Q1 2026. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Keel Point held 308,982 shares of iShares MSCI EAFE ETF worth $32.1M as of Q2 2026.
Keel Point sold 86,585 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $8.91M.
iShares MSCI EAFE ETF made up 1.9% of Keel Point's portfolio in Q2 2026, its #8 holding.
Keel Point first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 46 quarters since.
Keel Point's iShares MSCI EAFE ETF position peaked at $38.4M in Q1 2026.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.