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

Keystone Financial Group (Kentucky)’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.37M Buy
26,027
+381
+1% +$35.6K 0.16% 111
2025
Q4 		$2.29M Sell
25,646
-593
-2% -$52.4K 0.17% 98
2025
Q3 		$2.3M Buy
26,239
+3,385
+15% +$288K 0.18% 92
2025
Q2 		$1.91M Buy
22,854
+228
+1% +$18.1K 0.17% 100
2025
Q1 		$1.71M Sell
22,626
-1,546
-6% -$116K 0.17% 96
2024
Q4 		$1.71M Sell
24,172
-220
-0.9% -$16.2K 0.17% 101
2024
Q3 		$1.9M Buy
+24,392
New +$1.83M 0.24% 76
2024
Q2 		– Sell
-25,007
Closed -$1.86M – 219
2024
Q1 		$1.86M Sell
25,007
-902
-3% -$64.2K 0.27% 72
2023
Q4 		$1.82M Sell
25,909
-336
-1% -$22.1K 0.32% 66
2023
Q3 		$1.69M Buy
26,245
+599
+2% +$40.1K 0.28% 70
2023
Q2 		$1.73M Buy
+25,646
New +$1.74M 0.29% 67
2022
Q4 		$1.81M Buy
29,348
+190
+0.7% +$11.2K 0.36% 65
2022
Q3 		$1.54M Buy
29,158
+3,758
+15% +$221K 0.31% 70
2022
Q2 		$1.5M Buy
25,400
+4
+0% +$257 0.3% 79
2022
Q1 		$1.76M Sell
25,396
-173
-0.7% -$12.2K 0.3% 74
2021
Q4 		$1.91M Sell
25,569
-2,524
-9% -$190K 0.31% 70
2021
Q3 		$2.09M Sell
28,093
-610
-2% -$46.4K 0.38% 63
2021
Q2 		$2.15M Buy
28,703
+322
+1% +$24.3K 0.39% 60
2021
Q1 		$2.04M Sell
28,381
-1,931
-6% -$138K 0.4% 62
2020
Q4 		$2.09M Buy
30,312
+1,327
+5% +$85.8K 0.44% 53
2020
Q3 		$1.75M Sell
28,985
-1,003
-3% -$60.5K 0.43% 54
2020
Q2 		$1.71M Buy
29,988
+7,255
+32% +$393K 0.47% 53
2020
Q1 		$1.13M Buy
22,733
+2,794
+14% +$166K 0.38% 66
2019
Q4 		$1.3M Buy
19,939
+14,112
+242% +$895K 0.35% 70
2019
Q3 		$356K Buy
5,827
+155
+3% +$9.36K 0.11% 149
2019
Q2 		$348K Buy
5,672
+125
+2% +$7.66K 0.11% 152
2019
Q1 		$337K Buy
5,547
+712
+15% +$42K 0.12% 145
2018
Q4 		$266K Buy
4,835
+945
+24% +$55.4K 0.12% 151
2018
Q3 		$250K Buy
+3,890
New +$248K 0.1% 163

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.5% in Q1 2026, buying an estimated $35.6K and bringing the position to 26,027 shares worth $2.37M. The position accounts for 0.16% of the portfolio, ranked #111.

Keystone Financial Group (Kentucky) first reported a position in IEFA in Q3 2018 and has held it in 29 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 26,027 shares of iShares Core MSCI EAFE ETF worth $2.37M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 381 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $35.6K.
  • iShares Core MSCI EAFE ETF made up 0.16% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #111 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 29 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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