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

Fortis Group 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	$18K	Hold	173	–	–	﹤0.01%	349
2026 Q1	$16.8K	Hold	173	–	–	﹤0.01%	354
2025 Q4	$16.6K	Hold	173	–	–	﹤0.01%	354
2025 Q3	$16.2K	Hold	173	–	–	﹤0.01%	313
2025 Q2	$15.5K	Hold	173	–	–	﹤0.01%	306
2025 Q1	$14.1K	Hold	173	–	–	﹤0.01%	279
2024 Q4	$13.1K	Hold	173	–	–	﹤0.01%	289
2024 Q3	$14.5K	Hold	173	–	–	﹤0.01%	273
2024 Q2	$13.6K	Hold	173	–	–	﹤0.01%	272
2024 Q1	$13.8K	Sell	173 -173	-50%	-$13.2K	﹤0.01%	290
2023 Q4	$26.1K	Buy	346 +173	+100%	+$12.2K	0.01%	210
2023 Q3	$11.9K	Buy	+173	New	+$12.4K	﹤0.01%	209
2020 Q3	$11K	Buy	+173	New	+$11.1K	﹤0.01%	278

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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 Group Advisors's EFA Position: Q2 2026 in Review

Fortis Group Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 173 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Fortis Group Advisors first reported a position in EFA in Q3 2020 and has held it in 13 quarters since. The position peaked at $26.1K in Q4 2023. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Fortis Group Advisors held 173 shares of iShares MSCI EAFE ETF worth $18K as of Q2 2026.
Fortis Group Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #349 holding.
Fortis Group Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's iShares MSCI EAFE ETF position peaked at $26.1K in Q4 2023.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.