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

Key Financial Inc’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 		$768K Buy
7,953
+27
+0.3% +$2.59K 0.13% 140
2026
Q1 		$718K Buy
7,926
+330
+4% +$30.8K 0.13% 149
2025
Q4 		$680K Hold
7,596
– – 0.12% 141
2025
Q3 		$668K Buy
7,596
+240
+3% +$20.4K 0.12% 143
2025
Q2 		$614K Sell
7,356
-245
-3% -$19.4K 0.12% 144
2025
Q1 		$575K Buy
7,601
+15
+0.2% +$1.12K 0.13% 145
2024
Q4 		$533K Buy
7,586
+534
+8% +$39.4K 0.12% 147
2024
Q3 		$550K Sell
7,052
-35
-0.5% -$2.62K 0.12% 146
2024
Q2 		$515K Buy
7,087
+754
+12% +$55.5K 0.12% 142
2024
Q1 		$470K Hold
6,333
– – 0.12% 143
2023
Q4 		$446K Hold
6,333
– – 0.12% 137
2023
Q3 		$408K Buy
6,333
+129
+2% +$8.64K 0.14% 128
2023
Q2 		$419K Buy
6,204
+1,709
+38% +$116K 0.14% 129
2023
Q1 		$300K Sell
4,495
-58
-1% -$3.8K 0.11% 152
2022
Q4 		$240K Hold
4,553
– – 0.11% 144
2022
Q3 		$240K Buy
4,553
+911
+25% +$53.6K 0.11% 147
2022
Q2 		$215K Buy
3,642
+327
+10% +$21K 0.12% 142
2022
Q1 		$230K Buy
3,315
+1,915
+137% +$135K 0.11% 143
2021
Q4 		$105K Buy
1,400
+300
+27% +$22.5K 0.05% 224
2021
Q3 		$82K Hold
1,100
– – 0.05% 252
2021
Q2 		$83K Buy
1,100
+585
+114% +$44.2K 0.05% 263
2021
Q1 		$37K Hold
515
– – 0.02% 321
2020
Q4 		$36K Buy
+515
New +$33.3K 0.03% 297
2020
Q2 		– Sell
-143
Closed -$7K – 339
2020
Q1 		$7K Buy
+143
New +$8.51K 0.01% 462

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

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

Key Financial Inc increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.34% in Q2 2026, buying an estimated $2.59K and bringing the position to 7,953 shares worth $768K. The position accounts for 0.13% of the portfolio, ranked #140.

Key Financial Inc first reported a position in IEFA in Q1 2020 and has held it in 24 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Key Financial Inc held 7,953 shares of iShares Core MSCI EAFE ETF worth $768K as of Q2 2026.
  • Key Financial Inc bought 27 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.59K.
  • iShares Core MSCI EAFE ETF made up 0.13% of Key Financial Inc's portfolio in Q2 2026, its #140 holding.
  • Key Financial Inc first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 24 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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