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

Key Financial Inc’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.5M Buy
100,190
+10,210
+11% +$1.23M 2.04% 8
2026
Q1 		$10M Buy
89,980
+10,078
+13% +$1.19M 1.78% 9
2025
Q4 		$9.1M Buy
79,902
+1,103
+1% +$126K 1.66% 10
2025
Q3 		$9.07M Sell
78,799
-2,873
-4% -$320K 1.68% 9
2025
Q2 		$9.15M Sell
81,672
-1,700
-2% -$179K 1.84% 9
2025
Q1 		$8.34M Sell
83,372
-203
-0.2% -$20.7K 1.81% 9
2024
Q4 		$8.09M Sell
83,575
-1,557
-2% -$158K 1.84% 9
2024
Q3 		$9.16M Sell
85,132
-3,319
-4% -$344K 2.03% 9
2024
Q2 		$9.05M Sell
88,451
-3,690
-4% -$377K 2.17% 9
2024
Q1 		$9.56M Sell
92,141
-1,010
-1% -$101K 2.44% 8
2023
Q4 		$9.02M Sell
93,151
-4,266
-4% -$382K 2.47% 8
2023
Q3 		$8.41M Sell
97,417
-2,230
-2% -$206K 2.83% 6
2023
Q2 		$9.51M Sell
99,647
-76
-0.1% -$7.23K 3.15% 6
2023
Q1 		$9.34M Sell
99,723
-6,313
-6% -$568K 3.41% 4
2022
Q4 		$7.69M Hold
106,036
– – 3.63% 4
2022
Q3 		$7.69M Buy
106,036
+74,905
+241% +$6.11M 3.62% 4
2022
Q2 		$2.51M Buy
31,131
+1,616
+5% +$140K 1.36% 13
2022
Q1 		$2.84M Sell
29,515
-3,334
-10% -$328K 1.41% 13
2021
Q4 		$3.62M Buy
32,849
+462
+1% +$50.6K 1.81% 10
2021
Q3 		$3.45M Buy
32,387
+3,210
+11% +$353K 1.95% 9
2021
Q2 		$3.19M Buy
29,177
+1,117
+4% +$119K 1.78% 10
2021
Q1 		$2.82M Buy
28,060
+7,636
+37% +$776K 1.86% 11
2020
Q4 		$2.06M Buy
20,424
+215
+1% +$20.3K 1.53% 12
2020
Q3 		$1.82M Sell
20,209
-1,185
-6% -$105K 1.86% 12
2020
Q2 		$1.78M Sell
21,394
-125
-0.6% -$9.76K 2.04% 12
2020
Q1 		$1.55M Sell
21,519
-10,328
-32% -$837K 1.59% 12
2019
Q4 		$2.75M Buy
+31,847
New +$2.66M 2.58% 6

Other funds holding EFG

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Key Financial Inc increased its iShares MSCI EAFE Growth ETF (EFG) stake by 11% in Q2 2026, buying an estimated $1.23M and bringing the position to 100,190 shares worth $12.5M. The position accounts for 2.04% of the portfolio, ranked #8.

Key Financial Inc first reported a position in EFG in Q4 2019 and has held it in 27 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Key Financial Inc held 100,190 shares of iShares MSCI EAFE Growth ETF worth $12.5M as of Q2 2026.
  • Key Financial Inc bought 10,210 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.23M.
  • iShares MSCI EAFE Growth ETF made up 2.04% of Key Financial Inc's portfolio in Q2 2026, its #8 holding.
  • Key Financial Inc first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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