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Keel Point’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Keel Point’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 		$1.3M Buy
14,319
+268
+2% +$25K 0.09% 138
2025
Q4 		$1.26M Buy
14,051
+966
+7% +$85.4K 0.08% 162
2025
Q3 		$1.14M Buy
13,085
+4,210
+47% +$358K 0.07% 166
2025
Q2 		$741K Hold
8,875
– – 0.05% 223
2025
Q1 		$671K Buy
8,875
+1,963
+28% +$147K 0.05% 195
2024
Q4 		$486K Buy
6,912
+126
+2% +$9.29K 0.04% 247
2024
Q3 		$530K Buy
6,786
+795
+13% +$59.5K 0.04% 227
2024
Q2 		$438K Buy
5,991
+399
+7% +$29.4K 0.04% 256
2024
Q1 		$415K Buy
5,592
+1,087
+24% +$77.4K 0.04% 233
2023
Q4 		$317K Buy
4,505
+1
+0% +$66 0.04% 252
2023
Q3 		$290K Buy
4,504
+1,487
+49% +$99.6K 0.04% 244
2023
Q2 		$204K Buy
3,017
+1
+0% +$68 0.03% 305
2023
Q1 		$202K Buy
+3,016
New +$198K 0.03% 292
2021
Q2 		– Sell
-3,532
Closed -$254K – 294
2021
Q1 		$254K Sell
3,532
-1,247
-26% -$89.1K 0.02% 227
2020
Q4 		$330K Buy
4,779
+388
+9% +$25.1K 0.03% 187
2020
Q3 		$265K Sell
4,391
-1,029
-19% -$62.1K 0.02% 181
2020
Q2 		$310K Buy
+5,420
New +$294K 0.03% 159
2019
Q3 		– Sell
-14,628
Closed -$898K – 195
2019
Q2 		$898K Sell
14,628
-385
-3% -$23.6K 0.1% 92
2019
Q1 		$912K Hold
15,013
– – 0.11% 80
2018
Q4 		$826K Buy
+15,013
New +$881K 0.11% 69

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

Keel Point's IEFA Position: Q1 2026 in Review

Keel Point increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q1 2026, buying an estimated $25K and bringing the position to 14,319 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #138.

Keel Point first reported a position in IEFA in Q4 2018 and has held it in 20 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Keel Point held 14,319 shares of iShares Core MSCI EAFE ETF worth $1.3M as of Q1 2026.
  • Keel Point bought 268 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $25K.
  • iShares Core MSCI EAFE ETF made up 0.09% of Keel Point's portfolio in Q1 2026, its #138 holding.
  • Keel Point first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 20 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.