KFO
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Kopp Family Office’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kopp Family Office’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 		$26.1K Buy
+270
New +$25.9K 0.02% 28
2025
Q4 		– Sell
-1,400
Closed -$122K – 23
2025
Q3 		$122K Hold
1,400
– – 0.08% 20
2025
Q2 		$117K Hold
1,400
– – 0.08% 21
2025
Q1 		$106K Hold
1,400
– – 0.07% 22
2024
Q4 		$98K Hold
1,400
– – 0.06% 16
2024
Q3 		$109K Hold
1,400
– – 0.07% 16
2024
Q2 		$102K Hold
1,400
– – 0.06% 15
2024
Q1 		$104K Hold
1,400
– – 0.06% 14
2023
Q4 		$98K Hold
1,400
– – 0.06% 14
2023
Q3 		$90K Hold
1,400
– – 0.06% 16
2023
Q2 		$95K Sell
1,400
-1,147
-45% -$77.8K 0.05% 17
2023
Q1 		$170K Hold
2,547
– – 0.09% 15
2022
Q4 		$157K Sell
2,547
-387,375
-99% -$22.8M 0.09% 16
2022
Q3 		$20.5M Sell
389,922
-800
-0.2% -$47K 16.72% 2
2022
Q2 		$23M Buy
390,722
+9,875
+3% +$634K 16.15% 2
2022
Q1 		$26.5M Buy
380,847
+17,225
+5% +$1.22M 14.31% 2
2021
Q4 		$27.1M Buy
363,622
+24,994
+7% +$1.88M 11.87% 3
2021
Q3 		$25.1M Sell
338,628
-1,500
-0.4% -$114K 9.98% 4
2021
Q2 		$25.5M Buy
340,128
+158,000
+87% +$11.9M 10.54% 4
2021
Q1 		$13.1M Buy
182,128
+180,950
+15,361% +$12.9M 5.83% 4
2020
Q4 		$81K Hold
1,178
– – 0.03% 8
2020
Q3 		$71K Buy
+1,178
New +$71.1K 0.04% 8

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Kopp Family Office's IEFA Position: Q2 2026 in Review

Kopp Family Office opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 270 shares worth $26.1K. The stake represents 0.02% of the portfolio and ranks #28 among its holdings. This is a return to the name: Kopp Family Office previously reported a position in IEFA as recently as Q3 2025.

Kopp Family Office first reported a position in IEFA in Q3 2020 and has held it in 22 quarters since. The position peaked at $27.1M in Q4 2021. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Kopp Family Office held 270 shares of iShares Core MSCI EAFE ETF worth $26.1K as of Q2 2026.
  • iShares Core MSCI EAFE ETF was a new Kopp Family Office position in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.02% of Kopp Family Office's portfolio in Q2 2026, its #28 holding.
  • Kopp Family Office first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 22 quarters since.
  • Kopp Family Office's iShares Core MSCI EAFE ETF position peaked at $27.1M in Q4 2021.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Kopp Family Office's 13F filing for Q2 2026, filed 9 Jul 2026.