KeyBank National Association’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

KeyBank National Association’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	$1.24M	Buy	9,981 +941	+10%	+$113K	﹤0.01%	580
2026 Q1	$1.01M	Sell	9,040 -1,690	-16%	-$199K	﹤0.01%	596
2025 Q4	$1.22M	Sell	10,730 -1,137	-10%	-$130K	﹤0.01%	540
2025 Q3	$1.35M	Sell	11,867 -1,197	-9%	-$133K	﹤0.01%	523
2025 Q2	$1.46M	Buy	13,064 +2,562	+24%	+$270K	0.01%	495
2025 Q1	$1.05M	Sell	10,502 -233	-2%	-$23.8K	﹤0.01%	544
2024 Q4	$1.04M	Buy	10,735 +557	+5%	+$56.6K	﹤0.01%	559
2024 Q3	$1.1M	Buy	10,178 +47	+0.5%	+$4.88K	﹤0.01%	542
2024 Q2	$1.04M	Buy	10,131 +4,642	+85%	+$475K	﹤0.01%	528
2024 Q1	$570K	Buy	5,489 +810	+17%	+$80.6K	﹤0.01%	701
2023 Q4	$453K	Buy	4,679 +1,303	+39%	+$117K	﹤0.01%	784
2023 Q3	$291K	Buy	3,376 +842	+33%	+$77.6K	﹤0.01%	876
2023 Q2	$242K	Buy	+2,534	New	+$241K	﹤0.01%	956
2022 Q1	–	Sell	-2,286	Closed	-$252K	–	1084
2021 Q4	$252K	Buy	+2,286	New	+$250K	﹤0.01%	987
2016 Q3	–	Sell	-3,373	Closed	-$221K	–	1155
2016 Q2	$221K	Sell	3,373 -1,500	-31%	-$99.2K	﹤0.01%	1013
2016 Q1	$321K	Sell	4,873 -337	-6%	-$21.3K	﹤0.01%	910
2015 Q4	$350K	Hold	5,210	–	–	﹤0.01%	901
2015 Q3	$332K	Hold	5,210	–	–	﹤0.01%	918
2015 Q2	$364K	Sell	5,210 -2,359	-31%	-$171K	﹤0.01%	948
2015 Q1	$530K	Sell	7,569 -30	-0.4%	-$2.05K	﹤0.01%	843
2014 Q4	$500K	Buy	7,599 +1,889	+33%	+$127K	﹤0.01%	869
2014 Q3	$389K	Buy	5,710 +500	+10%	+$35.3K	﹤0.01%	948
2014 Q2	$377K	Sell	5,210 -150	-3%	-$10.8K	﹤0.01%	1004
2014 Q1	$380K	Hold	5,360	–	–	﹤0.01%	1001
2013 Q4	$383K	Hold	5,360	–	–	﹤0.01%	999
2013 Q3	$365K	Hold	5,360	–	–	﹤0.01%	975
2013 Q2	$331K	Buy	+5,360	New	+$346K	﹤0.01%	1108

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KeyBank National Association's EFG Position: Q2 2026 in Review

KeyBank National Association increased its iShares MSCI EAFE Growth ETF (EFG) stake by 10% in Q2 2026, buying an estimated $113K and bringing the position to 9,981 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #580.

KeyBank National Association first reported a position in EFG in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.46M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

KeyBank National Association held 9,981 shares of iShares MSCI EAFE Growth ETF worth $1.24M as of Q2 2026.
KeyBank National Association bought 941 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $113K.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #580 holding.
KeyBank National Association first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 27 quarters since.
KeyBank National Association's iShares MSCI EAFE Growth ETF position peaked at $1.46M in Q2 2025.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.