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 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%	+$9.58M	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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kestra Advisory Services's IEFA Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.9% in Q1 2026, buying an estimated $7.34M and bringing the position to 876,033 shares worth $79.3M. The position accounts for 0.3% of the portfolio, ranked #57.

Kestra Advisory Services first reported a position in IEFA in Q3 2020 and has held it in 23 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Kestra Advisory Services held 876,033 shares of iShares Core MSCI EAFE ETF worth $79.3M as of Q1 2026.
Kestra Advisory Services bought 78,594 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $7.34M.
iShares Core MSCI EAFE ETF made up 0.3% of Kestra Advisory Services's portfolio in Q1 2026, its #57 holding.
Kestra Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 23 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.