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

Keystone Wealth Services’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 		$1.89M Buy
16,987
+368
+2% +$43.3K 0.4% 58
2025
Q4 		$1.89M Sell
16,619
-515
-3% -$59K 0.4% 53
2025
Q3 		$1.95M Buy
17,134
+2,541
+17% +$283K 0.43% 54
2025
Q2 		$1.63M Buy
14,593
+46
+0.3% +$4.85K 0.39% 56
2025
Q1 		$1.45M Sell
14,547
-529
-4% -$53.9K 0.39% 58
2024
Q4 		$1.46M Buy
15,076
+876
+6% +$89K 0.39% 61
2024
Q3 		$1.53M Buy
14,200
+390
+3% +$40.5K 0.42% 55
2024
Q2 		$1.41M Buy
13,810
+1,266
+10% +$129K 0.44% 55
2024
Q1 		$1.3M Buy
12,544
+6,143
+96% +$612K 0.42% 57
2023
Q4 		$620K Sell
6,401
-18,253
-74% -$1.64M 0.21% 103
2023
Q3 		$2.13M Sell
24,654
-5,728
-19% -$528K 0.81% 30
2023
Q2 		$2.9M Buy
30,382
+26,730
+732% +$2.54M 1.08% 20
2023
Q1 		$342K Hold
3,652
– – 0.14% 140
2022
Q4 		$306K Sell
3,652
-1,437
-28% -$116K 0.13% 141
2022
Q3 		$369K Sell
5,089
-1,480
-23% -$121K 0.17% 104
2022
Q2 		$529K Sell
6,569
-22,655
-78% -$1.97M 0.24% 88
2022
Q1 		$2.81M Sell
29,224
-3,664
-11% -$360K 1.12% 20
2021
Q4 		$3.63M Buy
+32,888
New +$3.6M 1.47% 17

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 Wealth Services's EFG Position: Q1 2026 in Review

Keystone Wealth Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.2% in Q1 2026, buying an estimated $43.3K and bringing the position to 16,987 shares worth $1.89M. The position accounts for 0.4% of the portfolio, ranked #58.

Keystone Wealth Services first reported a position in EFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.63M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Keystone Wealth Services held 16,987 shares of iShares MSCI EAFE Growth ETF worth $1.89M as of Q1 2026.
  • Keystone Wealth Services bought 368 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $43.3K.
  • iShares MSCI EAFE Growth ETF made up 0.4% of Keystone Wealth Services's portfolio in Q1 2026, its #58 holding.
  • Keystone Wealth Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Keystone Wealth Services's iShares MSCI EAFE Growth ETF position peaked at $3.63M in Q4 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.