KFA Private Wealth Group
IEFA icon

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
Q3 		$657K Buy
6,781
+58
+0.9% +$5.72K 0.15% 66
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

KFA Private Wealth Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.86% in Q3 2026, buying an estimated $5.72K and bringing the position to 6,781 shares worth $657K. The position accounts for 0.15% of the portfolio, ranked #66.

KFA Private Wealth Group first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. 1,604 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • KFA Private Wealth Group held 6,781 shares of iShares Core MSCI EAFE ETF worth $657K as of Q3 2026.
  • KFA Private Wealth Group bought 58 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $5.72K.
  • iShares Core MSCI EAFE ETF made up 0.15% of KFA Private Wealth Group's portfolio in Q3 2026, its #66 holding.
  • KFA Private Wealth Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,604 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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