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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
Q2 		$817K Buy
6,565
+1,942
+42% +$234K 0.05% 250
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 $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its iShares MSCI EAFE Growth ETF (EFG) stake by 42% in Q2 2026, buying an estimated $234K and bringing the position to 6,565 shares worth $817K. The position accounts for 0.05% of the portfolio, ranked #250.

Keystone Financial Group (Kentucky) first reported a position in EFG in Q1 2021 and has held it in 15 quarters since. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 6,565 shares of iShares MSCI EAFE Growth ETF worth $817K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 1,942 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $234K.
  • iShares MSCI EAFE Growth ETF made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #250 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 15 quarters since.
  • 1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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