Fortis Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Fortis Advisors’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
2025 Q3	–	Sell	-5,669	Closed	-$507K	–	125
2025 Q2	$507K	Buy	+5,669	New	+$484K	0.32%	57
2021 Q3	–	Sell	-668,251	Closed	-$820K	–	252
2021 Q2	$820K	Buy	668,251 +665,361	+23,023%	+$52.9M	0.47%	41
2021 Q1	$219K	Hold	2,890	–	–	0.16%	75
2020 Q4	$211K	Buy	2,890 +28	+1%	+$1.92K	0.19%	55
2020 Q3	$182K	Hold	2,862	–	–	0.17%	53
2020 Q2	$174K	Sell	2,862 -17,796	-86%	-$1.03M	0.17%	59
2020 Q1	$1.1M	Sell	20,658 -1,823	-8%	-$116K	0.74%	23
2019 Q4	$1.56M	Buy	22,481 +99	+0.4%	+$6.69K	0.94%	20
2019 Q3	$1.46M	Buy	22,382 +7,735	+53%	+$498K	0.69%	21
2019 Q2	$963K	Buy	14,647 +182	+1%	+$11.9K	0.47%	29
2019 Q1	$938K	Buy	14,465 +6,412	+80%	+$404K	0.49%	27
2018 Q4	$473K	Buy	8,053 +5,349	+198%	+$334K	0.29%	40
2018 Q3	$184K	Hold	2,704	–	–	0.1%	78
2018 Q2	$181K	Buy	2,704 +54	+2%	+$3.79K	0.1%	81
2018 Q1	$185K	Hold	2,650	–	–	0.1%	71
2017 Q4	$186K	Buy	+2,650	New	+$184K	0.11%	74

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortis Advisors's EFA Position: Q3 2025 in Review

Fortis Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q3 2025, closing a stake of 5,669 shares — an estimated $507K sold.

Fortis Advisors first reported a position in EFA in Q4 2017 and held it in 16 quarters. The position peaked at $1.56M in Q4 2019. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

Fortis Advisors reported no remaining iShares MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Fortis Advisors sold 5,669 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $507K.
Fortis Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and held it in 16 quarters.
Fortis Advisors's iShares MSCI EAFE ETF position peaked at $1.56M in Q4 2019.
2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Fortis Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.