FA
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Fortis Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fortis Advisors’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 		$1.85M Buy
20,408
+4,175
+26% +$390K 0.93% 31
2025
Q4 		$1.45M Buy
16,233
+458
+3% +$40.5K 0.79% 32
2025
Q3 		$1.38M Buy
15,775
+6,709
+74% +$570K 0.77% 33
2025
Q2 		$757K Buy
9,066
+6,356
+235% +$504K 0.48% 36
2025
Q1 		$205K Buy
+2,710
New +$203K 0.13% 106
2024
Q4 		– Sell
-4,368
Closed -$341K – 110
2024
Q3 		$341K Buy
4,368
+556
+15% +$41.6K 0.22% 79
2024
Q2 		$277K Buy
3,812
+415
+12% +$30.5K 0.2% 81
2024
Q1 		$252K Buy
+3,397
New +$242K 0.17% 88
2023
Q2 		– Sell
-264
Closed -$17.6K – 161
2023
Q1 		$17.6K Buy
264
+72
+38% +$4.72K 0.01% 187
2022
Q4 		$11.8K Buy
+192
New +$11.3K 0.01% 203
2021
Q1 		– Sell
-245
Closed -$17K – 236
2020
Q4 		$17K Buy
+245
New +$15.8K 0.02% 134
2020
Q2 		– Sell
-4,339
Closed -$216K – 236
2020
Q1 		$216K Buy
+4,339
New +$258K 0.14% 70
2019
Q3 		– Sell
-925
Closed -$57K – 324
2019
Q2 		$57K Hold
925
– – 0.03% 218
2019
Q1 		$56K Hold
925
– – 0.03% 208
2018
Q4 		$51K Hold
925
– – 0.03% 208
2018
Q3 		$59K Sell
925
-152
-14% -$9.69K 0.03% 192
2018
Q2 		$68K Buy
1,077
+925
+609% +$61.2K 0.04% 178
2018
Q1 		$10K Hold
152
– – 0.01% 242
2017
Q4 		$10K Sell
152
-1,543
-91% -$101K 0.01% 232
2017
Q3 		$109K Buy
+1,695
New +$106K 0.08% 109

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fortis Advisors's IEFA Position: Q1 2026 in Review

Fortis Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 26% in Q1 2026, buying an estimated $390K and bringing the position to 20,408 shares worth $1.85M. The position accounts for 0.93% of the portfolio, ranked #31.

Fortis Advisors first reported a position in IEFA in Q3 2017 and has held it in 20 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Fortis Advisors held 20,408 shares of iShares Core MSCI EAFE ETF worth $1.85M as of Q1 2026.
  • Fortis Advisors bought 4,175 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $390K.
  • iShares Core MSCI EAFE ETF made up 0.93% of Fortis Advisors's portfolio in Q1 2026, its #31 holding.
  • Fortis Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 20 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.