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

KFA Private Wealth Group’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
Q1 		$500K Buy
5,519
+990
+22% +$92.4K 0.12% 81
2025
Q4 		$405K Buy
4,529
+171
+4% +$15.1K 0.1% 95
2025
Q3 		$381K Sell
4,358
-9
-0.2% -$765 0.11% 87
2025
Q2 		$365K Buy
4,367
+65
+2% +$5.16K 0.11% 88
2025
Q1 		$325K Hold
4,302
– – 0.11% 79
2024
Q4 		$302K Sell
4,302
-1,093
-20% -$80.6K 0.13% 69
2024
Q3 		$421K Buy
5,395
+31
+0.6% +$2.32K 0.2% 47
2024
Q2 		$390K Sell
5,364
-2,338
-30% -$172K 0.2% 53
2024
Q1 		$572K Buy
7,702
+390
+5% +$27.8K 0.18% 53
2023
Q4 		$514K Buy
7,312
+59
+0.8% +$3.89K 0.18% 46
2023
Q3 		$467K Buy
7,253
+134
+2% +$8.97K 0.19% 45
2023
Q2 		$481K Sell
7,119
-65
-0.9% -$4.41K 0.2% 45
2023
Q1 		$480K Buy
+7,184
New +$471K 0.22% 42
2022
Q4 		– Sell
-6,696
Closed -$353K – 69
2022
Q3 		$353K Buy
6,696
+129
+2% +$7.58K 0.19% 43
2022
Q2 		$386K Sell
6,567
-1,673
-20% -$107K 0.21% 45
2022
Q1 		$573K Buy
8,240
+673
+9% +$47.6K 0.29% 38
2021
Q4 		$565K Buy
7,567
+116
+2% +$8.72K 0.28% 37
2021
Q3 		$553K Sell
7,451
-288
-4% -$21.9K 0.3% 37
2021
Q2 		$579K Buy
7,739
+47
+0.6% +$3.55K 0.32% 35
2021
Q1 		$554K Sell
7,692
-216
-3% -$15.4K 0.32% 35
2020
Q4 		$546K Buy
7,908
+191
+2% +$12.4K 0.35% 33
2020
Q3 		$465K Buy
7,717
+142
+2% +$8.56K 0.35% 35
2020
Q2 		$433K Buy
7,575
+317
+4% +$17.2K 0.42% 28
2020
Q1 		$362K Buy
7,258
+710
+11% +$42.3K 0.43% 31
2019
Q4 		$427K Buy
+6,548
New +$415K 0.39% 33

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

KFA Private Wealth Group's IEFA Position: Q1 2026 in Review

KFA Private Wealth Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 22% in Q1 2026, buying an estimated $92.4K and bringing the position to 5,519 shares worth $500K. The position accounts for 0.12% of the portfolio, ranked #81.

KFA Private Wealth Group first reported a position in IEFA in Q4 2019 and has held it in 25 quarters since. The position peaked at $579K in Q2 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • KFA Private Wealth Group held 5,519 shares of iShares Core MSCI EAFE ETF worth $500K as of Q1 2026.
  • KFA Private Wealth Group bought 990 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $92.4K.
  • iShares Core MSCI EAFE ETF made up 0.12% of KFA Private Wealth Group's portfolio in Q1 2026, its #81 holding.
  • KFA Private Wealth Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • KFA Private Wealth Group's iShares Core MSCI EAFE ETF position peaked at $579K in Q2 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.