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Keudell/Morrison Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Keudell/Morrison Wealth 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
2026
Q2 		$1.37M Hold
13,213
– – 0.26% 61
2026
Q1 		$1.28M Buy
13,213
+1,475
+13% +$148K 0.26% 60
2025
Q4 		$1.13M Buy
+11,738
New +$1.11M 0.24% 66
2025
Q2 		$986K Buy
11,032
+260
+2% +$22.2K 0.22% 67
2025
Q1 		$880K Buy
10,772
+245
+2% +$19.7K 0.21% 72
2024
Q4 		$796K Buy
10,527
+437
+4% +$34.6K 0.21% 79
2024
Q3 		$844K Buy
10,090
+240
+2% +$19.3K 0.23% 75
2024
Q2 		$772K Buy
9,850
+250
+3% +$19.8K 0.23% 81
2024
Q1 		$767K Buy
9,600
+649
+7% +$49.6K 0.23% 82
2023
Q4 		$674K Buy
8,951
+616
+7% +$43.5K 0.22% 85
2023
Q3 		$574K Sell
8,335
-110
-1% -$7.88K 0.18% 88
2023
Q2 		$612K Buy
8,445
+280
+3% +$20.3K 0.18% 88
2023
Q1 		$584K Sell
8,165
-163
-2% -$11.4K 0.17% 90
2022
Q4 		$547K Buy
8,328
+163
+2% +$10.2K 0.18% 93
2022
Q3 		$457K Hold
8,165
– – 0.17% 92
2022
Q2 		$510K Hold
8,165
– – 0.19% 94
2022
Q1 		$601K Sell
8,165
-129
-2% -$9.65K 0.25% 87
2021
Q4 		$653K Buy
8,294
+129
+2% +$10.2K 0.26% 82
2021
Q3 		$637K Hold
8,165
– – 0.27% 83
2021
Q2 		$644K Hold
8,165
– – 0.35% 82
2021
Q1 		$619K Hold
8,165
– – 0.36% 83
2020
Q4 		$596K Hold
8,165
– – 0.38% 78
2020
Q3 		$520K Hold
8,165
– – 0.33% 79
2020
Q2 		$497K Hold
8,165
– – 0.41% 80
2020
Q1 		$437K Hold
8,165
– – 0.43% 83
2019
Q4 		$567K Hold
8,165
– – 0.39% 75
2019
Q3 		$532K Hold
8,165
– – 0.44% 72
2019
Q2 		$513K Hold
8,165
– – 0.45% 74
2019
Q1 		$530K Buy
+8,165
New +$514K 0.47% 74

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Keudell/Morrison Wealth Management's EFA Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 13,213 shares worth $1.37M. The position accounts for 0.26% of the portfolio, ranked #61.

Keudell/Morrison Wealth Management first reported a position in EFA in Q1 2019 and has held it in 29 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Keudell/Morrison Wealth Management held 13,213 shares of iShares MSCI EAFE ETF worth $1.37M as of Q2 2026.
  • Keudell/Morrison Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.26% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Keudell/Morrison Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2019 and has held it in 29 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.