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 $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.