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 Q2	$811K	Sell	8,396 -335	-4%	-$32.2K	0.11%	77
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kelman-Lazarov Inc's IEFA Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.8% in Q2 2026, selling an estimated $32.2K and leaving 8,396 shares worth $811K. The position accounts for 0.11% of the portfolio, ranked #77.

Kelman-Lazarov Inc first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $850K in Q4 2025. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Kelman-Lazarov Inc held 8,396 shares of iShares Core MSCI EAFE ETF worth $811K as of Q2 2026.
Kelman-Lazarov Inc sold 335 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $32.2K.
iShares Core MSCI EAFE ETF made up 0.11% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #77 holding.
Kelman-Lazarov Inc first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
Kelman-Lazarov Inc's iShares Core MSCI EAFE ETF position peaked at $850K in Q4 2025.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.