Key Financial Inc’s iShares MSCI EAFE ETF EFA Stock Holding History

Key Financial Inc’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	$597K	Hold	5,748	–	–	0.1%	170
2026 Q1	$558K	Buy	5,748 +821	+17%	+$82.1K	0.1%	169
2025 Q4	$473K	Sell	4,927 -103	-2%	-$9.77K	0.09%	179
2025 Q3	$474K	Sell	5,030 -74	-1%	-$6.73K	0.09%	174
2025 Q2	$456K	Hold	5,104	–	–	0.09%	178
2025 Q1	$417K	Hold	5,104	–	–	0.09%	180
2024 Q4	$386K	Buy	5,104 +30	+0.6%	+$2.38K	0.09%	175
2024 Q3	$424K	Hold	5,074	–	–	0.09%	172
2024 Q2	$397K	Buy	5,074 +74	+1%	+$5.86K	0.1%	165
2024 Q1	$399K	Sell	5,000 -94	-2%	-$7.19K	0.1%	159
2023 Q4	$384K	Hold	5,094	–	–	0.1%	152
2023 Q3	$351K	Hold	5,094	–	–	0.12%	145
2023 Q2	$369K	Hold	5,094	–	–	0.12%	143
2023 Q1	$364K	Buy	5,094 +1,860	+58%	+$130K	0.13%	135
2022 Q4	$181K	Hold	3,234	–	–	0.09%	174
2022 Q3	$181K	Hold	3,234	–	–	0.09%	175
2022 Q2	$203K	Buy	3,234 +3,085	+2,070%	+$210K	0.11%	146
2022 Q1	$11K	Buy	149 +131	+728%	+$9.8K	0.01%	608
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	881
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	857
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	811
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	721
2020 Q4	$1K	Buy	+18	New	+$1.23K	﹤0.01%	670
2020 Q2	–	Sell	-503	Closed	-$27K	–	232
2020 Q1	$27K	Buy	+503	New	+$31.9K	0.03%	293

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Key Financial Inc's EFA Position: Q2 2026 in Review

Key Financial Inc held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 5,748 shares worth $597K. The position accounts for 0.1% of the portfolio, ranked #170.

Key Financial Inc first reported a position in EFA in Q1 2020 and has held it in 24 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Key Financial Inc held 5,748 shares of iShares MSCI EAFE ETF worth $597K as of Q2 2026.
Key Financial Inc left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.1% of Key Financial Inc's portfolio in Q2 2026, its #170 holding.
Key Financial Inc first reported a position in iShares MSCI EAFE ETF in Q1 2020 and has held it in 24 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.