Key Client Fiduciary Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Key Client Fiduciary Advisors’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	$347K	Buy	3,592 +3	+0.1%	+$288	0.1%	164
2026 Q1	$325K	Buy	3,589 +100	+3%	+$9.33K	0.11%	158
2025 Q4	$312K	Buy	3,489 +1	+0%	+$88	0.11%	154
2025 Q3	$305K	Hold	3,488	–	–	0.1%	161
2025 Q2	$291K	Buy	3,488 +2	+0.1%	+$159	0.12%	158
2025 Q1	$264K	Sell	3,486 -145	-4%	-$10.8K	0.12%	158
2024 Q4	$255K	Hold	3,631	–	–	0.11%	162
2024 Q3	$283K	Hold	3,631	–	–	0.13%	154
2024 Q2	$264K	Sell	3,631 -114	-3%	-$8.39K	0.13%	149
2024 Q1	$278K	Hold	3,745	–	–	0.15%	142
2023 Q4	$263K	Buy	3,745 +1	+0%	+$66	0.15%	144
2023 Q3	$241K	Buy	3,744 +12	+0.3%	+$803	0.15%	145
2023 Q2	$252K	Buy	3,732 +1	+0%	+$68	0.15%	148
2023 Q1	$249K	Hold	3,731	–	–	0.16%	140
2022 Q4	$230K	Buy	+3,731	New	+$220K	0.16%	133
2022 Q3	–	Sell	-3,731	Closed	-$220K	–	114
2022 Q2	$220K	Hold	3,731	–	–	0.21%	99
2022 Q1	$259K	Sell	3,731 -201	-5%	-$14.2K	0.2%	105
2021 Q4	$293K	Buy	+3,932	New	+$296K	0.24%	97

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Key Client Fiduciary Advisors's IEFA Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.08% in Q2 2026, buying an estimated $288 and bringing the position to 3,592 shares worth $347K. The position accounts for 0.1% of the portfolio, ranked #164.

Key Client Fiduciary Advisors first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. 771 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Key Client Fiduciary Advisors held 3,592 shares of iShares Core MSCI EAFE ETF worth $347K as of Q2 2026.
Key Client Fiduciary Advisors bought 3 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $288.
iShares Core MSCI EAFE ETF made up 0.1% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #164 holding.
Key Client Fiduciary Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
771 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.