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Krilogy Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Krilogy Financial’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
2026
Q1 		$3.63M Buy
35,211
+1,014
+3% +$101K 0.12% 149
2025
Q4 		$3.44M Buy
34,197
+1,351
+4% +$128K 0.12% 146
2025
Q3 		$3.09M Buy
32,846
+4,747
+17% +$432K 0.12% 143
2025
Q2 		$2.51M Buy
28,099
+22
+0.1% +$1.88K 0.14% 120
2025
Q1 		$2.29M Buy
28,077
+13
+0% +$1.05K 0.15% 117
2024
Q4 		$2.12M Buy
28,064
+118
+0.4% +$9.35K 0.14% 121
2024
Q3 		$2.34M Sell
27,946
-39,500
-59% -$3.18M 0.16% 117
2024
Q2 		$5.28M Sell
67,446
-1,108
-2% -$87.8K 0.39% 58
2024
Q1 		$5.47M Sell
68,554
-297
-0.4% -$22.7K 0.42% 56
2023
Q4 		$5.19M Buy
68,851
+36
+0.1% +$2.54K 0.44% 55
2023
Q3 		$4.74M Sell
68,815
-2,495
-3% -$179K 0.43% 54
2023
Q2 		$5.17M Buy
71,310
+12,255
+21% +$890K 0.46% 51
2023
Q1 		$4.22M Buy
59,055
+4,824
+9% +$337K 0.35% 61
2022
Q4 		$3.56M Buy
54,231
+32,221
+146% +$2.02M 0.34% 55
2022
Q3 		$1.23M Sell
22,010
-9,741
-31% -$607K 0.15% 93
2022
Q2 		$1.98M Buy
31,751
+1,554
+5% +$106K 0.23% 70
2022
Q1 		$2.22M Sell
30,197
-839
-3% -$62.8K 0.23% 63
2021
Q4 		$2.44M Buy
31,036
+7,850
+34% +$622K 0.25% 65
2021
Q3 		$1.81M Buy
23,186
+2,480
+12% +$198K 0.18% 79
2021
Q2 		$1.63M Buy
20,706
+1,477
+8% +$117K 0.16% 90
2021
Q1 		$1.46M Buy
19,229
+1,644
+9% +$124K 0.15% 93
2020
Q4 		$1.28M Buy
17,585
+4,867
+38% +$333K 0.15% 85
2020
Q3 		$810K Buy
12,718
+688
+6% +$44K 0.11% 126
2020
Q2 		$732K Sell
12,030
-616
-5% -$35.6K 0.11% 125
2020
Q1 		$676K Buy
12,646
+6,920
+121% +$439K 0.13% 88
2019
Q4 		$398K Buy
5,726
+732
+15% +$49.4K 0.07% 139
2019
Q3 		$326K Sell
4,994
-666
-12% -$42.9K 0.06% 141
2019
Q2 		$372K Sell
5,660
-275
-5% -$18K 0.07% 128
2019
Q1 		$385K Sell
5,935
-24
-0.4% -$1.51K 0.08% 119
2018
Q4 		$350K Buy
5,959
+35
+0.6% +$2.19K 0.1% 91
2018
Q3 		$403K Buy
5,924
+603
+11% +$40.7K 0.09% 93
2018
Q2 		$356K Sell
5,321
-706
-12% -$49.5K 0.09% 99
2018
Q1 		$420K Buy
6,027
+415
+7% +$29.6K 0.1% 96
2017
Q4 		$395K Sell
5,612
-17
-0.3% -$1.18K 0.1% 99
2017
Q3 		$385K Buy
5,629
+300
+6% +$20.1K 0.1% 95
2017
Q2 		$347K Sell
5,329
-6,480
-55% -$419K 0.1% 89
2017
Q1 		$682K Hold
11,809
– – 0.21% 54
2016
Q4 		$682K Buy
11,809
+4,533
+62% +$261K 0.21% 54
2016
Q3 		$430K Sell
7,276
-2,887
-28% -$167K 0.14% 74
2016
Q2 		$567K Buy
10,163
+8,785
+638% +$505K 0.2% 63
2016
Q1 		$79K Buy
+1,378
New +$75.9K 0.03% 206
2015
Q4 		– Sell
-1,368
Closed -$78K – 454
2015
Q3 		$78K Buy
+1,368
New +$84.5K 0.04% 155

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Krilogy Financial's EFA Position: Q1 2026 in Review

Krilogy Financial increased its iShares MSCI EAFE ETF (EFA) stake by 3% in Q1 2026, buying an estimated $101K and bringing the position to 35,211 shares worth $3.63M. The position accounts for 0.12% of the portfolio, ranked #149.

Krilogy Financial first reported a position in EFA in Q3 2015 and has held it in 42 quarters since. The position peaked at $5.47M in Q1 2024. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Krilogy Financial held 35,211 shares of iShares MSCI EAFE ETF worth $3.63M as of Q1 2026.
  • Krilogy Financial bought 1,014 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $101K.
  • iShares MSCI EAFE ETF made up 0.12% of Krilogy Financial's portfolio in Q1 2026, its #149 holding.
  • Krilogy Financial first reported a position in iShares MSCI EAFE ETF in Q3 2015 and has held it in 42 quarters since.
  • Krilogy Financial's iShares MSCI EAFE ETF position peaked at $5.47M in Q1 2024.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.