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Kelman-Lazarov Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kelman-Lazarov Inc’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 		$790K Sell
8,731
-767
-8% -$71.6K 0.11% 72
2025
Q4 		$850K Buy
9,498
+869
+10% +$76.8K 0.12% 68
2025
Q3 		$753K Buy
8,629
+380
+5% +$32.3K 0.11% 69
2025
Q2 		$689K Buy
8,249
+284
+4% +$22.5K 0.11% 66
2025
Q1 		$603K Buy
+7,965
New +$596K 0.11% 68

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

Kelman-Lazarov Inc's IEFA Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.1% in Q1 2026, selling an estimated $71.6K and leaving 8,731 shares worth $790K. The position accounts for 0.11% of the portfolio, ranked #72.

Kelman-Lazarov Inc first reported a position in IEFA in Q1 2025 and has held it in 5 quarters since. The position peaked at $850K in Q4 2025. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Kelman-Lazarov Inc held 8,731 shares of iShares Core MSCI EAFE ETF worth $790K as of Q1 2026.
  • Kelman-Lazarov Inc sold 767 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $71.6K.
  • iShares Core MSCI EAFE ETF made up 0.11% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #72 holding.
  • Kelman-Lazarov Inc first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
  • Kelman-Lazarov Inc's iShares Core MSCI EAFE ETF position peaked at $850K in Q4 2025.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.