Kestra Investment Management
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Kestra Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Kestra Investment Management’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-438
Closed -$35.8K – 802
2025
Q1 		$35.8K Sell
438
-65,766
-99% -$5.3M ﹤0.01% 495
2024
Q4 		$5.01M Buy
+66,204
New +$5.24M 0.2% 60

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kestra Investment Management's EFA Position: Q2 2025 in Review

Kestra Investment Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 438 shares — an estimated $35.8K sold.

Kestra Investment Management first reported a position in EFA in Q4 2024 and held it in 2 quarters. The position peaked at $5.01M in Q4 2024. 2,027 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

  • Kestra Investment Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 438 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $35.8K.
  • Kestra Investment Management first reported a position in iShares MSCI EAFE ETF in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's iShares MSCI EAFE ETF position peaked at $5.01M in Q4 2024.
  • 2,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.