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

Keystone Financial Group (Kentucky)’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
Q1 		$518K Buy
+4,623
New +$544K 0.04% 289
2024
Q4 		– Sell
-2,525
Closed -$272K – 395
2024
Q3 		$272K Buy
+2,525
New +$262K 0.03% 298
2024
Q2 		– Sell
-3,099
Closed -$322K – 195
2024
Q1 		$322K Buy
3,099
+24
+0.8% +$2.39K 0.05% 247
2023
Q4 		$298K Sell
3,075
-268
-8% -$24K 0.05% 218
2023
Q3 		$289K Buy
3,343
+101
+3% +$9.31K 0.05% 217
2023
Q2 		$309K Buy
+3,242
New +$308K 0.05% 214
2022
Q4 		$295K Sell
3,521
-81
-2% -$6.55K 0.06% 204
2022
Q3 		$261K Sell
3,602
-200
-5% -$16.3K 0.05% 222
2022
Q2 		$306K Sell
3,802
-401
-10% -$34.8K 0.06% 205
2022
Q1 		$405K Buy
4,203
+124
+3% +$12.2K 0.07% 176
2021
Q4 		$450K Buy
4,079
+57
+1% +$6.24K 0.07% 175
2021
Q3 		$428K Buy
4,022
+641
+19% +$70.6K 0.08% 179
2021
Q2 		$363K Buy
3,381
+589
+21% +$62.6K 0.07% 195
2021
Q1 		$280K Buy
+2,792
New +$284K 0.05% 227

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s EFG Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 4,623 shares worth $518K. The stake represents 0.04% of the portfolio and ranks #289 among its holdings. This is a return to the name: Keystone Financial Group (Kentucky) previously reported a position in EFG as recently as Q3 2024.

Keystone Financial Group (Kentucky) first reported a position in EFG in Q1 2021 and has held it in 14 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 4,623 shares of iShares MSCI EAFE Growth ETF worth $518K as of Q1 2026.
  • iShares MSCI EAFE Growth ETF was a new Keystone Financial Group (Kentucky) position in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #289 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 14 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.