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 Q2	$3.71M	Sell	38,428 -661	-2%	-$63.5K	0.07%	92
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	Buy	36,695 +4,478	+14%	+$380K	0.09%	91
2025 Q2	$2.69M	Buy	32,217 +9,476	+42%	+$752K	0.08%	89
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kestra Investment Management's IEFA Position: Q2 2026 in Review

Kestra Investment Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q2 2026, selling an estimated $63.5K and leaving 38,428 shares worth $3.71M. The position accounts for 0.07% of the portfolio, ranked #92.

Kestra Investment Management first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Kestra Investment Management held 38,428 shares of iShares Core MSCI EAFE ETF worth $3.71M as of Q2 2026.
Kestra Investment Management sold 661 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $63.5K.
iShares Core MSCI EAFE ETF made up 0.07% of Kestra Investment Management's portfolio in Q2 2026, its #92 holding.
Kestra Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.