Kestra Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kestra Advisory Services’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 Q3	$89.3M	Buy	921,541 +59,810	+7%	+$5.9M	0.25%	72
2026 Q2	$83.2M	Sell	861,731 -14,302	-2%	-$1.37M	0.27%	70
2026 Q1	$79.3M	Buy	876,033 +78,594	+10%	+$7.34M	0.3%	57
2025 Q4	$71.3M	Buy	797,439 +63,831	+9%	+$5.64M	0.29%	55
2025 Q3	$64.1M	Buy	733,608 +56,198	+8%	+$4.78M	0.29%	60
2025 Q2	$56.6M	Buy	677,410 +34,915	+5%	+$2.77M	0.28%	63
2025 Q1	$48.6M	Sell	642,495 -96,672	-13%	-$7.23M	0.24%	62
2024 Q4	$51.9M	Buy	739,167 +42,124	+6%	+$3.11M	0.28%	65
2024 Q3	$54.4M	Sell	697,043 -10,586	-1%	-$792K	0.3%	61
2024 Q2	$51.4M	Buy	707,629 +53,890	+8%	+$3.97M	0.29%	62
2024 Q1	$48.5M	Buy	653,739 +94,614	+17%	+$6.74M	0.33%	53
2023 Q4	$39.3M	Buy	559,125 +145,319	+35%	+$9.6M	0.32%	55
2023 Q3	$26.6M	Buy	413,806 +35,450	+9%	+$2.37M	0.26%	76
2023 Q2	$25.5M	Buy	378,356 +17,811	+5%	+$1.21M	0.26%	80
2023 Q1	$24.1M	Sell	360,545 -229,571	-39%	-$15.1M	0.26%	78
2022 Q4	$36.4M	Sell	590,116 -216,827	-27%	-$12.8M	0.32%	57
2022 Q3	$42.5M	Buy	806,943 +285,570	+55%	+$16.8M	0.45%	33
2022 Q2	$30.7M	Buy	521,373 +224,034	+75%	+$14.4M	0.32%	58
2022 Q1	$20.7M	Buy	297,339 +2,530	+0.9%	+$179K	0.22%	98
2021 Q4	$22M	Buy	294,809 +4,723	+2%	+$355K	0.22%	96
2021 Q3	$21.5M	Buy	290,086 +11,123	+4%	+$846K	0.22%	105
2021 Q2	$20.9M	Buy	278,963 +11,216	+4%	+$847K	0.24%	93
2021 Q1	$19.3M	Sell	267,747 -10,554	-4%	-$754K	0.24%	91
2020 Q4	$19.4M	Buy	278,301 +84,668	+44%	+$5.47M	0.22%	105
2020 Q3	$11.7M	Buy	+193,633	New	+$11.7M	0.22%	118

Other funds holding IEFA

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Kestra Advisory Services's IEFA Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.9% in Q3 2026, buying an estimated $5.9M and bringing the position to 921,541 shares worth $89.3M. The position accounts for 0.25% of the portfolio, ranked #72.

Kestra Advisory Services first reported a position in IEFA in Q3 2020 and has held it in 25 quarters since. 1,793 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Kestra Advisory Services held 921,541 shares of iShares Core MSCI EAFE ETF worth $89.3M as of Q3 2026.
Kestra Advisory Services bought 59,810 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $5.9M.
iShares Core MSCI EAFE ETF made up 0.25% of Kestra Advisory Services's portfolio in Q3 2026, its #72 holding.
Kestra Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 25 quarters since.
1,793 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.