Key Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Key Capital 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 Q3	$504K	Buy	5,207 +408	+9%	+$40.3K	0.18%	79
2026 Q2	$463K	Buy	4,799 +4,661	+3,378%	+$448K	0.24%	50
2026 Q1	$12.5K	Sell	138 -200	-59%	-$18.7K	0.01%	295
2025 Q4	$30.2K	Buy	+338	New	+$29.9K	0.03%	179

Other funds holding IEFA

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Key Capital Management's IEFA Position: Q3 2026 in Review

Key Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.5% in Q3 2026, buying an estimated $40.3K and bringing the position to 5,207 shares worth $504K. The position accounts for 0.18% of the portfolio, ranked #79.

Key Capital Management first reported a position in IEFA in Q4 2025 and has held it in 4 quarters since. 2,273 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Key Capital Management held 5,207 shares of iShares Core MSCI EAFE ETF worth $504K as of Q3 2026.
Key Capital Management bought 408 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $40.3K.
iShares Core MSCI EAFE ETF made up 0.18% of Key Capital Management's portfolio in Q3 2026, its #79 holding.
Key Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
2,273 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.