KFG Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

KFG Wealth Management’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	$234K	Buy	2,423 +114	+5%	+$10.9K	0.03%	205
2026 Q1	$209K	Sell	2,309 -79	-3%	-$7.37K	0.03%	211
2025 Q4	$214K	Sell	2,388 -1,746	-42%	-$154K	0.03%	203
2025 Q3	$361K	Sell	4,134 -21	-0.5%	-$1.78K	0.05%	153
2025 Q2	$347K	Sell	4,155 -7,506	-64%	-$596K	0.06%	150
2025 Q1	$882K	Sell	11,661 -778	-6%	-$58.2K	0.16%	73
2024 Q4	$874K	Buy	12,439 +300	+2%	+$22.1K	0.16%	65
2024 Q3	$947K	Buy	12,139 +1,617	+15%	+$121K	0.21%	68
2024 Q2	$764K	Buy	10,522 +1,165	+12%	+$85.7K	0.3%	61
2024 Q1	$694K	Buy	9,357 +2,662	+40%	+$189K	0.29%	68
2023 Q4	$471K	Sell	6,695 -525	-7%	-$34.6K	0.21%	79
2023 Q3	$465K	Buy	7,220 +2,222	+44%	+$149K	0.25%	74
2023 Q2	$337K	Buy	4,998 +866	+21%	+$58.7K	0.2%	83
2023 Q1	$284K	Buy	+4,132	New	+$271K	0.2%	64

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

KFG Wealth Management's IEFA Position: Q2 2026 in Review

KFG Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.9% in Q2 2026, buying an estimated $10.9K and bringing the position to 2,423 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #205.

KFG Wealth Management first reported a position in IEFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $947K in Q3 2024. 878 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

KFG Wealth Management held 2,423 shares of iShares Core MSCI EAFE ETF worth $234K as of Q2 2026.
KFG Wealth Management bought 114 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $10.9K.
iShares Core MSCI EAFE ETF made up 0.03% of KFG Wealth Management's portfolio in Q2 2026, its #205 holding.
KFG Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
KFG Wealth Management's iShares Core MSCI EAFE ETF position peaked at $947K in Q3 2024.
878 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.