KFA Private Wealth Group
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KFA Private Wealth Group’s iShares MSCI EAFE ETF EFA Stock Holding History

KFA Private Wealth Group’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
Q3 		$1.97M Buy
18,915
+115
+0.6% +$12.2K 0.46% 35
2026
Q2 		$1.95M Sell
18,800
-2,088
-10% -$215K 0.47% 35
2026
Q1 		$2.03M Buy
20,888
+733
+4% +$73.3K 0.49% 34
2025
Q4 		$1.94M Buy
20,155
+1,851
+10% +$176K 0.47% 32
2025
Q3 		$1.71M Buy
18,304
+1,948
+12% +$177K 0.49% 31
2025
Q2 		$1.46M Sell
16,356
-1,907
-10% -$163K 0.45% 32
2025
Q1 		$1.49M Buy
18,263
+6,093
+50% +$491K 0.52% 30
2024
Q4 		$920K Buy
12,170
+827
+7% +$65.5K 0.39% 31
2024
Q3 		$949K Buy
11,343
+796
+8% +$64K 0.45% 29
2024
Q2 		$826K Sell
10,547
-26,031
-71% -$2.06M 0.43% 29
2024
Q1 		$2.92M Buy
36,578
+9,385
+35% +$718K 0.91% 20
2023
Q4 		$2.05M Buy
27,193
+1,873
+7% +$132K 0.73% 23
2023
Q3 		$1.75M Buy
25,320
+5,048
+25% +$362K 0.73% 22
2023
Q2 		$1.47M Buy
20,272
+309
+2% +$22.4K 0.61% 25
2023
Q1 		$1.43M Sell
19,963
-696
-3% -$48.7K 0.65% 24
2022
Q4 		$1.36M Buy
20,659
+13,709
+197% +$859K 0.69% 22
2022
Q3 		$389K Buy
6,950
+144
+2% +$8.98K 0.21% 41
2022
Q2 		$425K Buy
6,806
+643
+10% +$43.8K 0.24% 40
2022
Q1 		$454K Sell
6,163
-22
-0.4% -$1.64K 0.23% 44
2021
Q4 		$487K Sell
6,185
-96
-2% -$7.6K 0.24% 42
2021
Q3 		$490K Sell
6,281
-540
-8% -$43.2K 0.27% 40
2021
Q2 		$538K Buy
6,821
+28
+0.4% +$2.22K 0.29% 36
2021
Q1 		$515K Sell
6,793
-127
-2% -$9.6K 0.3% 38
2020
Q4 		$505K Sell
6,920
-70
-1% -$4.79K 0.32% 37
2020
Q3 		$445K Sell
6,990
-316
-4% -$20.2K 0.33% 38
2020
Q2 		$445K Buy
7,306
+169
+2% +$9.8K 0.43% 27
2020
Q1 		$382K Sell
7,137
-409
-5% -$26K 0.45% 28
2019
Q4 		$524K Buy
+7,546
New +$510K 0.48% 27

Other funds holding EFA

Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
New York University
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

KFA Private Wealth Group's EFA Position: Q3 2026 in Review

KFA Private Wealth Group increased its iShares MSCI EAFE ETF (EFA) stake by 0.61% in Q3 2026, buying an estimated $12.2K and bringing the position to 18,915 shares worth $1.97M. The position accounts for 0.46% of the portfolio, ranked #35.

KFA Private Wealth Group first reported a position in EFA in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.92M in Q1 2024. 773 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • KFA Private Wealth Group held 18,915 shares of iShares MSCI EAFE ETF worth $1.97M as of Q3 2026.
  • KFA Private Wealth Group bought 115 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $12.2K.
  • iShares MSCI EAFE ETF made up 0.46% of KFA Private Wealth Group's portfolio in Q3 2026, its #35 holding.
  • KFA Private Wealth Group first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 28 quarters since.
  • KFA Private Wealth Group's iShares MSCI EAFE ETF position peaked at $2.92M in Q1 2024.
  • 773 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.