Fortitude Family Office’s iShares MSCI EAFE ETF EFA Stock Holding History

Fortitude Family Office’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 Q3	$918K	Hold	8,838	–	–	0.16%	72
2026 Q2	$918K	Hold	8,838	–	–	0.18%	70
2026 Q1	$858K	Hold	8,838	–	–	0.19%	70
2025 Q4	$849K	Buy	8,838 +4,184	+90%	+$397K	0.2%	81
2025 Q3	$435K	Hold	4,654	–	–	0.12%	97
2025 Q2	$416K	Hold	4,654	–	–	0.14%	85
2025 Q1	$380K	Hold	4,654	–	–	0.14%	82
2024 Q4	$352K	Buy	4,654 +597	+15%	+$47.3K	0.13%	95
2024 Q3	$339K	Hold	4,057	–	–	0.13%	88
2024 Q2	$318K	Hold	4,057	–	–	0.18%	67
2024 Q1	$324K	Hold	4,057	–	–	0.22%	62
2023 Q4	$306K	Buy	+4,057	New	+$287K	0.23%	65

Other funds holding EFA

NYU

New York University New York $314M AUM 25.02% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Fortitude Family Office's EFA Position: Q3 2026 in Review

Fortitude Family Office held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 8,838 shares worth $918K. The position accounts for 0.16% of the portfolio, ranked #72.

Fortitude Family Office first reported a position in EFA in Q4 2023 and has held it in 12 quarters since. 374 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Fortitude Family Office held 8,838 shares of iShares MSCI EAFE ETF worth $918K as of Q3 2026.
Fortitude Family Office left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
iShares MSCI EAFE ETF made up 0.16% of Fortitude Family Office's portfolio in Q3 2026, its #72 holding.
Fortitude Family Office first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
374 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.