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Keystone Financial Services (Colorado)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Keystone Financial Services (Colorado)’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 		$11.8M Buy
105,980
+78,992
+293% +$9.29M 3.46% 8
2025
Q4 		$3.07M Sell
26,988
-52,889
-66% -$6.06M 0.93% 21
2025
Q3 		$9.1M Sell
79,877
-482
-0.6% -$53.7K 2.82% 11
2025
Q2 		$9M Buy
80,359
+1,532
+2% +$162K 3.06% 9
2025
Q1 		$7.88M Sell
78,827
-54,823
-41% -$5.59M 3% 8
2024
Q4 		$12.9M Buy
133,650
+3,509
+3% +$357K 4.95% 7
2024
Q3 		$14M Sell
130,141
-12,908
-9% -$1.34M 5.43% 7
2024
Q2 		$14.6M Buy
143,049
+54,632
+62% +$5.58M 6.06% 6
2024
Q1 		$9.18M Buy
88,417
+7,006
+9% +$697K 4% 7
2023
Q4 		$7.88M Sell
81,411
-44,784
-35% -$4.01M 3.73% 5
2023
Q3 		$10.9M Sell
126,195
-31,342
-20% -$2.89M 5.77% 5
2023
Q2 		$15M Sell
157,537
-21
-0% -$2K 7.68% 4
2023
Q1 		$14.8M Buy
157,558
+30,706
+24% +$2.76M 7.91% 4
2022
Q4 		$11.6M Buy
126,852
+21,828
+21% +$1.76M 6.25% 5
2022
Q3 		$8.01M Sell
105,024
-15,773
-13% -$1.29M 4.65% 5
2022
Q2 		$10.4M Buy
120,797
+46,202
+62% +$4.01M 5.64% 5
2022
Q1 		$6.14M Sell
74,595
-51,173
-41% -$5.03M 3.54% 6
2021
Q4 		$13.9M Buy
+125,768
New +$13.8M 7.12% 4

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 Services (Colorado)'s EFG Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its iShares MSCI EAFE Growth ETF (EFG) stake by 293% in Q1 2026, buying an estimated $9.29M and bringing the position to 105,980 shares worth $11.8M. The position accounts for 3.46% of the portfolio, ranked #8.

Keystone Financial Services (Colorado) first reported a position in EFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $15M in Q2 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Keystone Financial Services (Colorado) held 105,980 shares of iShares MSCI EAFE Growth ETF worth $11.8M as of Q1 2026.
  • Keystone Financial Services (Colorado) bought 78,992 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $9.29M.
  • iShares MSCI EAFE Growth ETF made up 3.46% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #8 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Keystone Financial Services (Colorado)'s iShares MSCI EAFE Growth ETF position peaked at $15M in Q2 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.