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

Fortis Capital Management’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	$672K	Buy	6,954 +3	+0%	+$288	0.08%	115
2026 Q1	$629K	Buy	6,951 +1,535	+28%	+$143K	0.06%	119
2025 Q4	$485K	Buy	5,416 +66	+1%	+$5.84K	0.06%	123
2025 Q3	$467K	Buy	5,350 +2,918	+120%	+$248K	0.07%	116
2025 Q2	$203K	Buy	+2,432	New	+$193K	0.03%	161

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 Management's IEFA Position: Q2 2026 in Review

Fortis Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.04% in Q2 2026, buying an estimated $288 and bringing the position to 6,954 shares worth $672K. The position accounts for 0.08% of the portfolio, ranked #115.

Fortis Capital Management first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Fortis Capital Management held 6,954 shares of iShares Core MSCI EAFE ETF worth $672K as of Q2 2026.
Fortis Capital Management bought 3 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $288.
iShares Core MSCI EAFE ETF made up 0.08% of Fortis Capital Management's portfolio in Q2 2026, its #115 holding.
Fortis Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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