KPP Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

KPP Advisory Services’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 Q1	$3.26M	Buy	+36,051	New	+$3.36M	0.47%	52
2025 Q4	–	Sell	-34,736	Closed	-$3.03M	–	336
2025 Q3	$3.03M	Buy	34,736 +99	+0.3%	+$8.41K	0.45%	54
2025 Q2	$2.89M	Sell	34,637 -933	-3%	-$74K	0.48%	53
2025 Q1	$2.69M	Buy	35,570 +6,795	+24%	+$508K	0.51%	50
2024 Q4	$2.02M	Buy	28,775 +299	+1%	+$22.1K	0.48%	54
2024 Q3	$2.22M	Sell	28,476 -391	-1%	-$29.3K	0.53%	52
2024 Q2	$2.1M	Buy	28,867 +2,960	+11%	+$218K	0.56%	49
2024 Q1	$1.92M	Buy	+25,907	New	+$1.84M	0.53%	48
2023 Q4	–	Sell	-23,950	Closed	-$1.54M	–	164
2023 Q3	$1.54M	Buy	+23,950	New	+$1.6M	0.51%	48

Other funds holding IEFA

Bank of America

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return