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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
Q3 		– Sell
-438
Closed -$35.8K – 592
2025
Q2 		$35.8K Hold
438
– – ﹤0.01% 582
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

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Investment Management's EFA Position: Q3 2025 in Review

Kestra Investment Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 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 3 quarters. The position peaked at $5.01M in Q4 2024. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • Kestra Investment Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 438 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $35.8K.
  • Kestra Investment Management first reported a position in iShares MSCI EAFE ETF in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's iShares MSCI EAFE ETF position peaked at $5.01M in Q4 2024.
  • 2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.