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Forteris Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Forteris Wealth Management’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
Q2 		$362K Sell
3,481
-24
-0.7% -$2.47K 0.3% 58
2026
Q1 		$340K Hold
3,505
– – 0.33% 55
2025
Q4 		$337K Buy
+3,505
New +$332K 0.33% 57

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Forteris Wealth Management's EFA Position: Q2 2026 in Review

Forteris Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.68% in Q2 2026, selling an estimated $2.47K and leaving 3,481 shares worth $362K. The position accounts for 0.3% of the portfolio, ranked #58.

Forteris Wealth Management first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. 1,541 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Forteris Wealth Management held 3,481 shares of iShares MSCI EAFE ETF worth $362K as of Q2 2026.
  • Forteris Wealth Management sold 24 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.47K.
  • iShares MSCI EAFE ETF made up 0.3% of Forteris Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Forteris Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,541 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.