KFS
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Kelly Financial Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Kelly Financial Services’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$471K Buy
3,783
+95
+3% +$11.5K 0.1% 72
2026
Q1 		$411K Buy
+3,688
New +$434K 0.1% 77
2025
Q3 		– Sell
-3,666
Closed -$411K – 118
2025
Q2 		$411K Buy
3,666
+193
+6% +$20.4K 0.12% 69
2025
Q1 		$347K Sell
3,473
-2,435
-41% -$248K 0.12% 71
2024
Q4 		$573K Buy
5,908
+1,534
+35% +$156K 0.21% 58
2024
Q3 		$471K Sell
4,374
-210
-5% -$21.8K 0.17% 65
2024
Q2 		$469K Buy
4,584
+1,362
+42% +$139K 0.17% 60
2024
Q1 		$334K Sell
3,222
-519
-14% -$51.7K 0.13% 80
2023
Q4 		$362K Sell
3,741
-51,310
-93% -$4.6M 0.15% 73
2023
Q3 		$4.75M Sell
55,051
-21,249
-28% -$1.96M 2.18% 9
2023
Q2 		$7.28M Buy
76,300
+5,080
+7% +$483K 3.45% 7
2023
Q1 		$6.67M Buy
71,220
+39,258
+123% +$3.53M 3.37% 7
2022
Q4 		$2.68M Buy
31,962
+3,330
+12% +$269K 1.41% 13
2022
Q3 		$2.08M Buy
28,632
+19,702
+221% +$1.61M 1.21% 13
2022
Q2 		$719K Sell
8,930
-8,370
-48% -$727K 0.38% 36
2022
Q1 		$1.67M Sell
17,300
-62,828
-78% -$6.18M 0.75% 22
2021
Q4 		$8.84M Buy
80,128
+73,095
+1,039% +$8.01M 4.05% 8
2021
Q3 		$749K Sell
7,033
-496,785
-99% -$54.7M 0.42% 23
2021
Q2 		$4.7M Buy
503,818
+499,160
+10,716% +$53M 0.18% 31
2021
Q1 		$468K Buy
4,658
+1,900
+69% +$193K 0.29% 24
2020
Q4 		$278K Buy
2,758
+1,670
+153% +$158K 0.19% 27
2020
Q3 		$97.8K Buy
1,088
+967
+799% +$85.7K 0.07% 59
2020
Q2 		$10K Buy
+121
New +$9.45K 0.01% 243

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Kelly Financial Services's EFG Position: Q2 2026 in Review

Kelly Financial Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.6% in Q2 2026, buying an estimated $11.5K and bringing the position to 3,783 shares worth $471K. The position accounts for 0.1% of the portfolio, ranked #72.

Kelly Financial Services first reported a position in EFG in Q2 2020 and has held it in 23 quarters since. The position peaked at $8.84M in Q4 2021. 493 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Kelly Financial Services held 3,783 shares of iShares MSCI EAFE Growth ETF worth $471K as of Q2 2026.
  • Kelly Financial Services bought 95 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $11.5K.
  • iShares MSCI EAFE Growth ETF made up 0.1% of Kelly Financial Services's portfolio in Q2 2026, its #72 holding.
  • Kelly Financial Services first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 23 quarters since.
  • Kelly Financial Services's iShares MSCI EAFE Growth ETF position peaked at $8.84M in Q4 2021.
  • 493 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.