Keystone Global Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Keystone Global Partners’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 Q3	$2.61M	Sell	26,895 -695	-3%	-$68.6K	0.94%	27
2026 Q2	$2.66M	Sell	27,590 -555	-2%	-$53.3K	1.01%	25
2026 Q1	$2.55M	Sell	28,145 -4,957	-15%	-$463K	1.13%	25
2025 Q4	$2.96M	Sell	33,102 -3,877	-10%	-$343K	1.3%	23
2025 Q3	$3.23M	Sell	36,979 -1,767	-5%	-$150K	1.64%	19
2025 Q2	$3.23M	Sell	38,746 -11,421	-23%	-$906K	1.76%	19
2025 Q1	$3.8M	Buy	+50,167	New	+$3.75M	2.66%	11

Other funds holding IEFA

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Keystone Global Partners's IEFA Position: Q3 2026 in Review

Keystone Global Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.5% in Q3 2026, selling an estimated $68.6K and leaving 26,895 shares worth $2.61M. The position accounts for 0.94% of the portfolio, ranked #27.

Keystone Global Partners first reported a position in IEFA in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.8M in Q1 2025. 867 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Keystone Global Partners held 26,895 shares of iShares Core MSCI EAFE ETF worth $2.61M as of Q3 2026.
Keystone Global Partners sold 695 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $68.6K.
iShares Core MSCI EAFE ETF made up 0.94% of Keystone Global Partners's portfolio in Q3 2026, its #27 holding.
Keystone Global Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 7 quarters since.
Keystone Global Partners's iShares Core MSCI EAFE ETF position peaked at $3.8M in Q1 2025.
867 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.