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

Kestra Private Wealth Services’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	$40.3M	Buy	444,614 +48,147	+12%	+$4.49M	0.5%	34
2025 Q4	$35.5M	Buy	396,467 +17,104	+5%	+$1.51M	0.44%	38
2025 Q3	$33.1M	Sell	379,363 -4,946	-1%	-$420K	0.43%	40
2025 Q2	$32.1M	Buy	384,309 +27,596	+8%	+$2.19M	0.46%	36
2025 Q1	$27M	Buy	356,713 +27,814	+8%	+$2.08M	0.45%	41
2024 Q4	$23.1M	Buy	328,899 +14,571	+5%	+$1.07M	0.39%	48
2024 Q3	$24.5M	Buy	314,328 +32,856	+12%	+$2.46M	0.45%	42
2024 Q2	$20.4M	Sell	281,472 -11,672	-4%	-$859K	0.41%	44
2024 Q1	$21.8M	Sell	293,144 -8,000	-3%	-$569K	0.49%	38
2023 Q4	$21.2M	Buy	301,144 +57,216	+23%	+$3.77M	0.54%	32
2023 Q3	$15.7M	Buy	243,928 +2,861	+1%	+$192K	0.49%	43
2023 Q2	$16.3M	Buy	241,067 +35,517	+17%	+$2.41M	0.56%	32
2023 Q1	$13.7M	Buy	205,550 +56,865	+38%	+$3.73M	0.55%	35
2022 Q4	$9.16M	Buy	148,685 +27,836	+23%	+$1.64M	0.46%	51
2022 Q3	$6.37M	Buy	120,849 +3,087	+3%	+$182K	0.37%	66
2022 Q2	$6.93M	Sell	117,762 -23,079	-16%	-$1.48M	0.4%	56
2022 Q1	$9.79M	Buy	140,841 +6,403	+5%	+$453K	0.49%	38
2021 Q4	$10M	Buy	134,438 +60,543	+82%	+$4.55M	0.48%	36
2021 Q3	$5.49M	Buy	73,895 +33,974	+85%	+$2.58M	0.31%	72
2021 Q2	$2.99M	Sell	39,921 -909	-2%	-$68.6K	0.18%	130
2021 Q1	$2.94M	Sell	40,830 -4,311	-10%	-$308K	0.21%	121
2020 Q4	$3.15M	Sell	45,141 -4,092	-8%	-$265K	0.23%	101
2020 Q3	$2.97M	Buy	+49,233	New	+$2.97M	0.26%	92

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kestra Private Wealth Services's IEFA Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q1 2026, buying an estimated $4.49M and bringing the position to 444,614 shares worth $40.3M. The position accounts for 0.5% of the portfolio, ranked #34.

Kestra Private Wealth Services first reported a position in IEFA in Q3 2020 and has held it in 23 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Kestra Private Wealth Services held 444,614 shares of iShares Core MSCI EAFE ETF worth $40.3M as of Q1 2026.
Kestra Private Wealth Services bought 48,147 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $4.49M.
iShares Core MSCI EAFE ETF made up 0.5% of Kestra Private Wealth Services's portfolio in Q1 2026, its #34 holding.
Kestra Private Wealth Services first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 23 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.