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 Q2	$3.82M	Buy	39,510 +3,459	+10%	+$332K	0.48%	51
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

KPP Advisory Services's IEFA Position: Q2 2026 in Review

KPP Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.6% in Q2 2026, buying an estimated $332K and bringing the position to 39,510 shares worth $3.82M. The position accounts for 0.48% of the portfolio, ranked #51.

KPP Advisory Services first reported a position in IEFA in Q3 2023 and has held it in 10 quarters since. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

KPP Advisory Services held 39,510 shares of iShares Core MSCI EAFE ETF worth $3.82M as of Q2 2026.
KPP Advisory Services bought 3,459 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $332K.
iShares Core MSCI EAFE ETF made up 0.48% of KPP Advisory Services's portfolio in Q2 2026, its #51 holding.
KPP Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 10 quarters since.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.