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

Fortis Capital 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	$5.95M	Sell	61,639 -5,965	-9%	-$573K	0.67%	26
2026 Q1	$6.12M	Buy	67,604 +1,209	+2%	+$113K	0.8%	24
2025 Q4	$5.94M	Sell	66,395 -4,047	-6%	-$358K	0.88%	22
2025 Q3	$6.15M	Buy	70,442 +11,803	+20%	+$1M	0.97%	22
2025 Q2	$4.9M	Buy	58,639 +21,360	+57%	+$1.7M	0.88%	22
2025 Q1	$2.82M	Buy	+37,279	New	+$2.79M	0.57%	26
2023 Q2	–	Sell	-174	Closed	-$11.6K	–	348
2023 Q1	$11.6K	Hold	174	–	–	0.01%	450
2022 Q4	$10.7K	Buy	+174	New	+$10.2K	0.01%	470

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 Capital Advisors's IEFA Position: Q2 2026 in Review

Fortis Capital Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.8% in Q2 2026, selling an estimated $573K and leaving 61,639 shares worth $5.95M. The position accounts for 0.67% of the portfolio, ranked #26.

Fortis Capital Advisors first reported a position in IEFA in Q4 2022 and has held it in 8 quarters since. The position peaked at $6.15M in Q3 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Fortis Capital Advisors held 61,639 shares of iShares Core MSCI EAFE ETF worth $5.95M as of Q2 2026.
Fortis Capital Advisors sold 5,965 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $573K.
iShares Core MSCI EAFE ETF made up 0.67% of Fortis Capital Advisors's portfolio in Q2 2026, its #26 holding.
Fortis Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 8 quarters since.
Fortis Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $6.15M in Q3 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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