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 Q2	$649K	Buy	6,723 +1,204	+22%	+$116K	0.16%	67
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

KFA Private Wealth Group's IEFA Position: Q2 2026 in Review

KFA Private Wealth Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 22% in Q2 2026, buying an estimated $116K and bringing the position to 6,723 shares worth $649K. The position accounts for 0.16% of the portfolio, ranked #67.

KFA Private Wealth Group first reported a position in IEFA in Q4 2019 and has held it in 26 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

KFA Private Wealth Group held 6,723 shares of iShares Core MSCI EAFE ETF worth $649K as of Q2 2026.
KFA Private Wealth Group bought 1,204 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $116K.
iShares Core MSCI EAFE ETF made up 0.16% of KFA Private Wealth Group's portfolio in Q2 2026, its #67 holding.
KFA Private Wealth Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.