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

KMG Fiduciary Partners’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 		$279K Sell
2,890
-71,955
-96% -$6.91M 0.03% 186
2026
Q1 		$6.78M Sell
74,845
-10,711
-13% -$1,000K 0.5% 55
2025
Q4 		$7.65M Sell
85,556
-138,639
-62% -$12.3M 0.54% 52
2025
Q3 		$19.6M Buy
224,195
+1,962
+0.9% +$167K 1.31% 13
2025
Q2 		$18.6M Buy
222,233
+3,518
+2% +$279K 1.37% 12
2025
Q1 		$16.5M Buy
218,715
+6,288
+3% +$470K 1.37% 12
2024
Q4 		$14.9M Buy
212,427
+2,623
+1% +$194K 1.24% 12
2024
Q3 		$16.4M Buy
209,804
+6,408
+3% +$480K 1.41% 11
2024
Q2 		$14.8M Buy
203,396
+7,071
+4% +$520K 1.45% 12
2024
Q1 		$14.6M Buy
196,325
+1,391
+0.7% +$99K 1.51% 13
2023
Q4 		$13.7M Buy
194,934
+2,717
+1% +$179K 1.6% 11
2023
Q3 		$12.4M Sell
192,217
-2,111
-1% -$141K 1.63% 14
2023
Q2 		$13.1M Buy
194,328
+25,430
+15% +$1.72M 1.7% 9
2023
Q1 		$11.3M Buy
168,898
+57,938
+52% +$3.8M 1.62% 8
2022
Q4 		$6.84M Buy
110,960
+44,449
+67% +$2.62M 1.12% 17
2022
Q3 		$3.5M Buy
66,511
+1,891
+3% +$111K 0.67% 47
2022
Q2 		$3.8M Buy
64,620
+531
+0.8% +$34.1K 0.71% 38
2022
Q1 		$4.46M Buy
64,089
+1,383
+2% +$97.8K 0.71% 38
2021
Q4 		$4.68M Buy
62,706
+2,285
+4% +$172K 0.72% 36
2021
Q3 		$4.49M Buy
60,421
+385
+0.6% +$29.3K 0.76% 36
2021
Q2 		$4.49M Sell
60,036
-245
-0.4% -$18.5K 0.79% 32
2021
Q1 		$4.34M Sell
60,281
-1,355
-2% -$96.8K 0.85% 31
2020
Q4 		$4.33M Buy
61,636
+1,505
+3% +$97.3K 0.91% 30
2020
Q3 		$3.63M Buy
60,131
+2,110
+4% +$127K 0.9% 33
2020
Q2 		$3.32M Sell
58,021
-5,989
-9% -$325K 0.92% 33
2020
Q1 		$3.19M Buy
+64,010
New +$3.81M 1.04% 33

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

KMG Fiduciary Partners's IEFA Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 96% in Q2 2026, selling an estimated $6.91M and leaving 2,890 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #186.

KMG Fiduciary Partners first reported a position in IEFA in Q1 2020 and has held it in 26 quarters since. The position peaked at $19.6M in Q3 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • KMG Fiduciary Partners held 2,890 shares of iShares Core MSCI EAFE ETF worth $279K as of Q2 2026.
  • KMG Fiduciary Partners sold 71,955 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $6.91M.
  • iShares Core MSCI EAFE ETF made up 0.03% of KMG Fiduciary Partners's portfolio in Q2 2026, its #186 holding.
  • KMG Fiduciary Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
  • KMG Fiduciary Partners's iShares Core MSCI EAFE ETF position peaked at $19.6M in Q3 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.