Krilogy Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Krilogy Financial’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	$2.77M	Buy	28,639 +4,869	+20%	+$468K	0.08%	190
2026 Q1	$2.29M	Buy	23,770 +3,493	+17%	+$326K	0.07%	205
2025 Q4	$1.9M	Sell	20,277 -4,392	-18%	-$388K	0.06%	219
2025 Q3	$2.16M	Buy	+24,669	New	+$2.1M	0.08%	185
2020 Q1	–	Sell	-7,363	Closed	-$480K	–	210
2019 Q4	$480K	Sell	7,363 -78	-1%	-$4.95K	0.08%	127
2019 Q3	$454K	Buy	7,441 +770	+12%	+$46.5K	0.08%	122
2019 Q2	$410K	Buy	6,671 +193	+3%	+$11.8K	0.08%	121
2019 Q1	$394K	Buy	6,478 +234	+4%	+$13.8K	0.08%	117
2018 Q4	$343K	Buy	6,244 +1,748	+39%	+$103K	0.09%	92
2018 Q3	$288K	Sell	4,496 -2,360	-34%	-$150K	0.07%	117
2018 Q2	$434K	Buy	6,856 +191	+3%	+$12.6K	0.11%	80
2018 Q1	$439K	Buy	6,665 +3,499	+111%	+$235K	0.1%	88
2017 Q4	$209K	Buy	3,166 +705	+29%	+$46K	0.05%	151
2017 Q3	$158K	Buy	2,461 +2,436	+9,744%	+$152K	0.04%	186
2017 Q2	$2K	Sell	25 -1,499	-98%	-$90.5K	﹤0.01%	664
2017 Q1	$82K	Hold	1,524	–	–	0.03%	224
2016 Q4	$82K	Hold	1,524	–	–	0.03%	224
2016 Q3	$84K	Buy	1,524 +745	+96%	+$40.2K	0.03%	233
2016 Q2	$40K	Buy	+779	New	+$41.6K	0.01%	338

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

Krilogy Financial's IEFA Position: Q2 2026 in Review

Krilogy Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 20% in Q2 2026, buying an estimated $468K and bringing the position to 28,639 shares worth $2.77M. The position accounts for 0.08% of the portfolio, ranked #190.

Krilogy Financial first reported a position in IEFA in Q2 2016 and has held it in 19 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Krilogy Financial held 28,639 shares of iShares Core MSCI EAFE ETF worth $2.77M as of Q2 2026.
Krilogy Financial bought 4,869 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $468K.
iShares Core MSCI EAFE ETF made up 0.08% of Krilogy Financial's portfolio in Q2 2026, its #190 holding.
Krilogy Financial first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and has held it in 19 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.