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Kestra Private Wealth Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Kestra Private Wealth Services’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
2026
Q2 		$9.14M Buy
87,952
+473
+0.5% +$48.6K 0.1% 220
2026
Q1 		$8.5M Buy
87,479
+24,612
+39% +$2.46M 0.1% 222
2025
Q4 		$6.04M Buy
62,867
+4,763
+8% +$452K 0.07% 275
2025
Q3 		$5.43M Buy
58,104
+786
+1% +$71.5K 0.07% 281
2025
Q2 		$5.12M Sell
57,318
-2,536
-4% -$217K 0.07% 268
2025
Q1 		$4.89M Sell
59,854
-6,266
-9% -$505K 0.08% 254
2024
Q4 		$5M Sell
66,120
-25
-0% -$1.98K 0.08% 244
2024
Q3 		$5.53M Sell
66,145
-11,822
-15% -$951K 0.1% 216
2024
Q2 		$6.11M Buy
77,967
+1,463
+2% +$116K 0.12% 187
2024
Q1 		$6.11M Sell
76,504
-6,889
-8% -$527K 0.14% 172
2023
Q4 		$6.28M Buy
83,393
+13,965
+20% +$987K 0.16% 159
2023
Q3 		$4.78M Buy
69,428
+20,569
+42% +$1.47M 0.15% 159
2023
Q2 		$3.54M Buy
48,859
+7,556
+18% +$549K 0.12% 184
2023
Q1 		$2.95M Buy
41,303
+442
+1% +$30.9K 0.12% 189
2022
Q4 		$2.68M Buy
40,861
+3,165
+8% +$198K 0.14% 171
2022
Q3 		$2.11M Sell
37,696
-3,042
-7% -$190K 0.12% 194
2022
Q2 		$2.55M Sell
40,738
-18,249
-31% -$1.24M 0.15% 169
2022
Q1 		$4.34M Sell
58,987
-390
-0.7% -$29.2K 0.22% 111
2021
Q4 		$4.67M Buy
59,377
+62
+0.1% +$4.91K 0.22% 111
2021
Q3 		$4.63M Sell
59,315
-1,974
-3% -$158K 0.26% 92
2021
Q2 		$4.83M Sell
61,289
-703
-1% -$55.8K 0.29% 77
2021
Q1 		$4.7M Buy
61,992
+1,330
+2% +$100K 0.33% 72
2020
Q4 		$4.46M Buy
60,662
+7,253
+14% +$496K 0.33% 76
2020
Q3 		$3.39M Buy
+53,409
New +$3.42M 0.29% 78

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Kestra Private Wealth Services's EFA Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares MSCI EAFE ETF (EFA) stake by 0.54% in Q2 2026, buying an estimated $48.6K and bringing the position to 87,952 shares worth $9.14M. The position accounts for 0.1% of the portfolio, ranked #220.

Kestra Private Wealth Services first reported a position in EFA in Q3 2020 and has held it in 24 quarters since. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Kestra Private Wealth Services held 87,952 shares of iShares MSCI EAFE ETF worth $9.14M as of Q2 2026.
  • Kestra Private Wealth Services bought 473 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $48.6K.
  • iShares MSCI EAFE ETF made up 0.1% of Kestra Private Wealth Services's portfolio in Q2 2026, its #220 holding.
  • Kestra Private Wealth Services first reported a position in iShares MSCI EAFE ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.