KMG Fiduciary Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

KMG Fiduciary Partners’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
2025 Q4	–	Sell	-26,617	Closed	-$2.49M	–	269
2025 Q3	$2.49M	Hold	26,617	–	–	0.17%	124
2025 Q2	$2.38M	Buy	26,617 +1	+0%	+$85	0.18%	120
2025 Q1	$2.18M	Buy	26,616 +370	+1%	+$29.8K	0.18%	123
2024 Q4	$1.98M	Sell	26,246 -601	-2%	-$47.6K	0.16%	127
2024 Q3	$2.25M	Sell	26,847 -451	-2%	-$36.3K	0.19%	114
2024 Q2	$2.14M	Buy	27,298 +3	+0%	+$238	0.21%	94
2024 Q1	$2.18M	Buy	27,295 +69	+0.3%	+$5.28K	0.23%	94
2023 Q4	$2.05M	Buy	27,226 +2	+0%	+$141	0.24%	97
2023 Q3	$1.88M	Sell	27,224 -432	-2%	-$30.9K	0.25%	94
2023 Q2	$2.01M	Buy	27,656 +2,159	+8%	+$157K	0.26%	93
2023 Q1	$1.82M	Buy	+25,497	New	+$1.78M	0.26%	99

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KMG Fiduciary Partners's EFA Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of iShares MSCI EAFE ETF (EFA) in Q4 2025, closing a stake of 26,617 shares — an estimated $2.49M sold.

KMG Fiduciary Partners first reported a position in EFA in Q1 2023 and held it in 11 quarters. The position peaked at $2.49M in Q3 2025. 2,208 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

KMG Fiduciary Partners reported no remaining iShares MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 26,617 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $2.49M.
KMG Fiduciary Partners first reported a position in iShares MSCI EAFE ETF in Q1 2023 and held it in 11 quarters.
KMG Fiduciary Partners's iShares MSCI EAFE ETF position peaked at $2.49M in Q3 2025.
2,208 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.