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

Keudell/Morrison Wealth 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 		$613K Sell
6,352
-30
-0.5% -$2.88K 0.12% 116
2026
Q1 		$578K Buy
6,382
+12
+0.2% +$1.12K 0.12% 118
2025
Q4 		$570K Buy
+6,370
New +$563K 0.12% 117
2025
Q2 		$530K Sell
6,349
-15
-0.2% -$1.19K 0.12% 116
2025
Q1 		$481K Sell
6,364
-409
-6% -$30.6K 0.11% 114
2024
Q4 		$476K Buy
6,773
+50
+0.7% +$3.69K 0.12% 112
2024
Q3 		$525K Buy
6,723
+434
+7% +$32.5K 0.14% 111
2024
Q2 		$457K Buy
6,289
+278
+5% +$20.5K 0.13% 121
2024
Q1 		$446K Sell
6,011
-241
-4% -$17.2K 0.14% 124
2023
Q4 		$440K Buy
6,252
+641
+11% +$42.2K 0.15% 114
2023
Q3 		$361K Hold
5,611
– – 0.11% 123
2023
Q2 		$379K Sell
5,611
-330
-6% -$22.4K 0.11% 120
2023
Q1 		$397K Buy
5,941
+70
+1% +$4.59K 0.12% 113
2022
Q4 		$362K Sell
5,871
-465
-7% -$27.4K 0.12% 119
2022
Q3 		$334K Sell
6,336
-109
-2% -$6.41K 0.13% 120
2022
Q2 		$379K Sell
6,445
-330
-5% -$21.2K 0.14% 114
2022
Q1 		$471K Buy
6,775
+40
+0.6% +$2.83K 0.2% 104
2021
Q4 		$503K Buy
6,735
+15
+0.2% +$1.13K 0.2% 100
2021
Q3 		$499K Buy
6,720
+205
+3% +$15.6K 0.21% 100
2021
Q2 		$488K Buy
6,515
+400
+7% +$30.2K 0.27% 96
2021
Q1 		$441K Buy
6,115
+35
+0.6% +$2.5K 0.26% 103
2020
Q4 		$420K Sell
6,080
-205
-3% -$13.3K 0.27% 101
2020
Q3 		$379K Sell
6,285
-1,910
-23% -$115K 0.24% 98
2020
Q2 		$468K Sell
8,195
-858
-9% -$46.5K 0.39% 83
2020
Q1 		$452K Sell
9,053
-44,236
-83% -$2.63M 0.44% 80
2019
Q4 		$3.48M Buy
53,289
+48,154
+938% +$3.05M 2.4% 6
2019
Q3 		$314K Hold
5,135
– – 0.26% 107
2019
Q2 		$302K Buy
+5,135
New +$315K 0.26% 107

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Keudell/Morrison Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.47% in Q2 2026, selling an estimated $2.88K and leaving 6,352 shares worth $613K. The position accounts for 0.12% of the portfolio, ranked #116.

Keudell/Morrison Wealth Management first reported a position in IEFA in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.48M in Q4 2019. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Keudell/Morrison Wealth Management held 6,352 shares of iShares Core MSCI EAFE ETF worth $613K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 30 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.88K.
  • iShares Core MSCI EAFE ETF made up 0.12% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Keudell/Morrison Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 28 quarters since.
  • Keudell/Morrison Wealth Management's iShares Core MSCI EAFE ETF position peaked at $3.48M in Q4 2019.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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