KIM
IEFA icon

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

Kestra Investment Management’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 		$3.54M Buy
39,089
+3,941
+11% +$368K 0.06% 89
2025
Q4 		$3.14M Sell
35,148
-1,547
-4% -$137K 0.08% 94
2025
Q3 		$3.2M Sell
36,695
-18,263
-33% -$1.55M 0.09% 91
2025
Q2 		$4.41M Buy
54,958
+32,217
+142% +$2.56M 0.07% 93
2025
Q1 		$1.72M Buy
22,741
+4,326
+23% +$323K 0.05% 112
2024
Q4 		$1.29M Buy
18,415
+5,352
+41% +$395K 0.05% 114
2024
Q3 		$1.02M Buy
+13,063
New +$978K 0.04% 122

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kestra Investment Management's IEFA Position: Q1 2026 in Review

Kestra Investment Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q1 2026, buying an estimated $368K and bringing the position to 39,089 shares worth $3.54M. The position accounts for 0.06% of the portfolio, ranked #89.

Kestra Investment Management first reported a position in IEFA in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.41M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Kestra Investment Management held 39,089 shares of iShares Core MSCI EAFE ETF worth $3.54M as of Q1 2026.
  • Kestra Investment Management bought 3,941 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $368K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Kestra Investment Management's portfolio in Q1 2026, its #89 holding.
  • Kestra Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's iShares Core MSCI EAFE ETF position peaked at $4.41M in Q2 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.