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

Fortitude Family Office’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 Q1	$4.85M	Hold	53,550	–	–	1.08%	25
2025 Q4	$4.79M	Buy	53,550 +1,047	+2%	+$92.6K	1.11%	23
2025 Q3	$4.58M	Buy	52,503 +47,600	+971%	+$4.04M	1.23%	21
2025 Q2	$409K	Hold	4,903	–	–	0.13%	87
2025 Q1	$371K	Sell	4,903 -600	-11%	-$44.9K	0.13%	83
2024 Q4	$387K	Hold	5,503	–	–	0.14%	89
2024 Q3	$430K	Buy	5,503 +600	+12%	+$44.9K	0.17%	75
2024 Q2	$356K	Hold	4,903	–	–	0.2%	59
2024 Q1	$364K	Hold	4,903	–	–	0.24%	56
2023 Q4	$345K	Buy	+4,903	New	+$323K	0.26%	60

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fortitude Family Office's IEFA Position: Q1 2026 in Review

Fortitude Family Office held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 53,550 shares worth $4.85M. The position accounts for 1.08% of the portfolio, ranked #25.

Fortitude Family Office first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Fortitude Family Office held 53,550 shares of iShares Core MSCI EAFE ETF worth $4.85M as of Q1 2026.
Fortitude Family Office left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 1.08% of Fortitude Family Office's portfolio in Q1 2026, its #25 holding.
Fortitude Family Office first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.