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 Q2	$2.01M	Buy	20,854 +446	+2%	+$42.8K	0.94%	31
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fortis Advisors's IEFA Position: Q2 2026 in Review

Fortis Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.2% in Q2 2026, buying an estimated $42.8K and bringing the position to 20,854 shares worth $2.01M. The position accounts for 0.94% of the portfolio, ranked #31.

Fortis Advisors first reported a position in IEFA in Q3 2017 and has held it in 21 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Fortis Advisors held 20,854 shares of iShares Core MSCI EAFE ETF worth $2.01M as of Q2 2026.
Fortis Advisors bought 446 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $42.8K.
iShares Core MSCI EAFE ETF made up 0.94% of Fortis Advisors's portfolio in Q2 2026, its #31 holding.
Fortis Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 21 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.