Forte Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Forte Asset Management’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	$1.51M	Hold	16,677	–	–	0.66%	43
2025 Q4	$1.49M	Sell	16,677 -87	-0.5%	-$7.69K	0.68%	42
2025 Q3	$1.46M	Hold	16,764	–	–	0.7%	42
2025 Q2	$1.4M	Buy	16,764 +8,700	+108%	+$690K	0.71%	39
2025 Q1	$610K	Sell	8,064 -845	-9%	-$63.2K	0.31%	51
2024 Q4	$626K	Hold	8,909	–	–	0.33%	48
2024 Q3	$695K	Hold	8,909	–	–	0.37%	46
2024 Q2	$647K	Hold	8,909	–	–	0.38%	42
2024 Q1	$661K	Buy	8,909 +2,450	+38%	+$174K	0.4%	40
2023 Q4	$454K	Buy	6,459 +2,695	+72%	+$178K	0.31%	44
2023 Q3	$242K	Hold	3,764	–	–	0.16%	49
2023 Q2	$254K	Hold	3,764	–	–	0.16%	54
2023 Q1	$252K	Sell	3,764 -59	-2%	-$3.87K	0.17%	56
2022 Q4	$236K	Sell	3,823 -6,116	-62%	-$360K	0.15%	58
2022 Q3	$523K	Sell	9,939 -13	-0.1%	-$764	0.35%	50
2022 Q2	$586K	Buy	+9,952	New	+$638K	0.41%	48

Other funds holding IEFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Forte Asset Management's IEFA Position: Q1 2026 in Review

Forte Asset Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 16,677 shares worth $1.51M. The position accounts for 0.66% of the portfolio, ranked #43.

Forte Asset Management first reported a position in IEFA in Q2 2022 and has held it in 16 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Forte Asset Management held 16,677 shares of iShares Core MSCI EAFE ETF worth $1.51M as of Q1 2026.
Forte Asset Management left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.66% of Forte Asset Management's portfolio in Q1 2026, its #43 holding.
Forte Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 16 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.