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

Fortis Capital 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
2026
Q2 		$1.24M Sell
11,908
-47
-0.4% -$4.83K 0.14% 133
2026
Q1 		$1.16M Buy
11,955
+201
+2% +$20.1K 0.15% 112
2025
Q4 		$1.13M Sell
11,754
-17
-0.1% -$1.61K 0.17% 101
2025
Q3 		$1.1M Sell
11,771
-5,572
-32% -$507K 0.17% 91
2025
Q2 		$1.55M Buy
17,343
+9,041
+109% +$772K 0.28% 54
2025
Q1 		$679K Buy
+8,302
New +$669K 0.14% 127

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Fortis Capital Advisors's EFA Position: Q2 2026 in Review

Fortis Capital Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.39% in Q2 2026, selling an estimated $4.83K and leaving 11,908 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #133.

Fortis Capital Advisors first reported a position in EFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.55M in Q2 2025. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Fortis Capital Advisors held 11,908 shares of iShares MSCI EAFE ETF worth $1.24M as of Q2 2026.
  • Fortis Capital Advisors sold 47 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $4.83K.
  • iShares MSCI EAFE ETF made up 0.14% of Fortis Capital Advisors's portfolio in Q2 2026, its #133 holding.
  • Fortis Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • Fortis Capital Advisors's iShares MSCI EAFE ETF position peaked at $1.55M in Q2 2025.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.