KFGK
EFA icon

Keystone Financial Group (Kentucky)’s iShares MSCI EAFE ETF EFA Stock Holding History

Keystone Financial Group (Kentucky)’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 		$1.9M Buy
+18,288
New +$1.88M 0.11% 141
2025
Q3 		– Sell
-4,301
Closed -$371K – 440
2025
Q2 		$371K Buy
4,301
+1,727
+67% +$147K 0.03% 273
2025
Q1 		$206K Buy
+2,574
New +$207K 0.02% 372
2022
Q3 		– Sell
-3,400
Closed -$212K – 288
2022
Q2 		$212K Sell
3,400
-183
-5% -$12.5K 0.04% 265
2022
Q1 		$264K Sell
3,583
-15
-0.4% -$1.12K 0.04% 247
2021
Q4 		$283K Hold
3,598
– – 0.05% 249
2021
Q3 		$281K Buy
3,598
+1,000
+38% +$80K 0.05% 234
2021
Q2 		$205K Sell
2,598
-238
-8% -$18.9K 0.04% 280
2021
Q1 		$215K Sell
2,836
-143
-5% -$10.8K 0.04% 263
2020
Q4 		$217K Buy
+2,979
New +$204K 0.05% 247
2020
Q1 		– Sell
-7,425
Closed -$516K – 218
2019
Q4 		$516K Sell
7,425
-1,513
-17% -$102K 0.14% 124
2019
Q3 		$583K Sell
8,938
-564
-6% -$36.3K 0.18% 109
2019
Q2 		$625K Sell
9,502
-209
-2% -$13.7K 0.2% 107
2019
Q1 		$630K Sell
9,711
-1,418
-13% -$89.3K 0.22% 102
2018
Q4 		$654K Buy
11,129
+1,935
+21% +$121K 0.3% 89
2018
Q3 		$626K Sell
9,194
-32
-0.3% -$2.16K 0.26% 100
2018
Q2 		$612K Sell
9,226
-555
-6% -$38.9K 0.34% 82
2018
Q1 		$672K Buy
+9,781
New +$697K 0.37% 65

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Royal Bank of Canada
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

Keystone Financial Group (Kentucky)'s EFA Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 18,288 shares worth $1.9M. The stake represents 0.11% of the portfolio and ranks #141 among its holdings. This is a return to the name: Keystone Financial Group (Kentucky) previously reported a position in EFA as recently as Q2 2025.

Keystone Financial Group (Kentucky) first reported a position in EFA in Q1 2018 and has held it in 18 quarters since. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 18,288 shares of iShares MSCI EAFE ETF worth $1.9M as of Q2 2026.
  • iShares MSCI EAFE ETF was a new Keystone Financial Group (Kentucky) position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.11% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #141 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares MSCI EAFE ETF in Q1 2018 and has held it in 18 quarters since.
  • 2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.