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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s EFA Position: Q3 2025 in Review

Keystone Financial Group (Kentucky) sold out of iShares MSCI EAFE ETF (EFA) in Q3 2025, closing a stake of 4,301 shares — an estimated $371K sold.

Keystone Financial Group (Kentucky) first reported a position in EFA in Q1 2018 and held it in 17 quarters. The position peaked at $672K in Q1 2018. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • Keystone Financial Group (Kentucky) reported no remaining iShares MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 4,301 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $371K.
  • Keystone Financial Group (Kentucky) first reported a position in iShares MSCI EAFE ETF in Q1 2018 and held it in 17 quarters.
  • Keystone Financial Group (Kentucky)'s iShares MSCI EAFE ETF position peaked at $672K in Q1 2018.
  • 2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2025, filed 14 Nov 2025.