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Keystone Wealth Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Keystone Wealth Services’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Buy
11,673
+128
+1% +$13.2K 0.23% 106
2026
Q1 		$1.12M Sell
11,545
-458
-4% -$45.8K 0.24% 107
2025
Q4 		$1.15M Buy
12,003
+44
+0.4% +$4.17K 0.24% 81
2025
Q3 		$1.12M Hold
11,959
– – 0.24% 101
2025
Q2 		$1.07M Buy
11,959
+138
+1% +$11.8K 0.26% 95
2025
Q1 		$966K Hold
11,821
– – 0.26% 93
2024
Q4 		$894K Buy
11,821
+240
+2% +$19K 0.24% 101
2024
Q3 		$968K Buy
11,581
+132
+1% +$10.6K 0.27% 91
2024
Q2 		$897K Buy
11,449
+136
+1% +$10.8K 0.28% 87
2024
Q1 		$903K Hold
11,313
– – 0.29% 88
2023
Q4 		$852K Sell
11,313
-51
-0.4% -$3.6K 0.29% 82
2023
Q3 		$783K Buy
11,364
+15
+0.1% +$1.07K 0.3% 83
2023
Q2 		$823K Buy
11,349
+30
+0.3% +$2.18K 0.31% 77
2023
Q1 		$810K Hold
11,319
– – 0.33% 74
2022
Q4 		$743K Buy
11,319
+94
+0.8% +$5.89K 0.32% 70
2022
Q3 		$629K Hold
11,225
– – 0.3% 70
2022
Q2 		$701K Buy
11,225
+23
+0.2% +$1.56K 0.31% 68
2022
Q1 		$824K Buy
11,202
+6,981
+165% +$522K 0.33% 68
2021
Q4 		$332K Buy
+4,221
New +$334K 0.13% 127

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Keystone Wealth Services's EFA Position: Q2 2026 in Review

Keystone Wealth Services increased its iShares MSCI EAFE ETF (EFA) stake by 1.1% in Q2 2026, buying an estimated $13.2K and bringing the position to 11,673 shares worth $1.21M. The position accounts for 0.23% of the portfolio, ranked #106.

Keystone Wealth Services first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Keystone Wealth Services held 11,673 shares of iShares MSCI EAFE ETF worth $1.21M as of Q2 2026.
  • Keystone Wealth Services bought 128 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $13.2K.
  • iShares MSCI EAFE ETF made up 0.23% of Keystone Wealth Services's portfolio in Q2 2026, its #106 holding.
  • Keystone Wealth Services first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.