EFA β€” ISHARES MSCI

Ownership history in Keystone Financial Group  Β·  19 quarters on record

AI Ownership Summary

Keystone Financial Group reported ISHARES MSCI (EFA) in 19 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows EFA at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keystone Financial Group's position in ISHARES MSCI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EFA was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Keystone Financial Group held EFA β€” position size vs. price
% of Fund (quarterly)    EFA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 4,301 β€” 0% 0.03% $371K 2025-11-14 $93.56
2025 Q2 ADDED 4,301 +1,727 +67.1% 0.03% $371K 2025-08-13 $90.01
2025 Q1 REDUCED 2,574 -826 -24.3% 0.02% $206K 2025-05-13 $83.53
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Keystone Financial Group and EFA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Keystone Financial Group reported owning EFA?

Keystone Financial Group reported EFA across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported EFA position in Keystone Financial Group's portfolio?

The largest reported portfolio weight for EFA was 0.03% in 2025 Q2.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2025 Q3, when Keystone Financial Group reported 4,301 shares, equal to 0.03% of portfolio, with an estimated market value of $371K.

What does the chart on this EFA ownership page compare?

The chart compares Keystone Financial Group's quarterly EFA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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