FAG
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Fortitude Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fortitude Advisory Group’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 		$962K Buy
9,965
+3,028
+44% +$291K 0.37% 58
2026
Q1 		$628K Buy
6,937
+2,007
+41% +$187K 0.28% 73
2025
Q4 		$441K Buy
+4,930
New +$436K 0.19% 93
2025
Q1 		– Sell
-2,850
Closed -$200K – 211
2024
Q4 		$200K Hold
2,850
– – 0.12% 179
2024
Q3 		$222K Hold
2,850
– – 0.14% 174
2024
Q2 		$207K Hold
2,850
– – 0.12% 176
2024
Q1 		$212K Hold
2,850
– – 0.12% 184
2023
Q4 		$200K Buy
+2,850
New +$188K 0.12% 195
2022
Q2 		– Sell
-187
Closed -$13K – 691
2022
Q1 		$13K Buy
187
+51
+38% +$3.61K 0.01% 949
2021
Q4 		$10K Buy
+136
New +$10.2K 0.01% 1035

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Fortitude Advisory Group's IEFA Position: Q2 2026 in Review

Fortitude Advisory Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 44% in Q2 2026, buying an estimated $291K and bringing the position to 9,965 shares worth $962K. The position accounts for 0.37% of the portfolio, ranked #58.

Fortitude Advisory Group first reported a position in IEFA in Q4 2021 and has held it in 10 quarters since. 1,068 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Fortitude Advisory Group held 9,965 shares of iShares Core MSCI EAFE ETF worth $962K as of Q2 2026.
  • Fortitude Advisory Group bought 3,028 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $291K.
  • iShares Core MSCI EAFE ETF made up 0.37% of Fortitude Advisory Group's portfolio in Q2 2026, its #58 holding.
  • Fortitude Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 10 quarters since.
  • 1,068 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.