Fortress Private Ledger’s iShares MSCI EAFE ETF EFA Stock Holding History

Fortress Private Ledger’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 Q1	$480K	Hold	4,941	–	–	0.15%	132
2025 Q4	$474K	Hold	4,941	–	–	0.16%	126
2025 Q3	$461K	Sell	4,941 -762	-13%	-$69.3K	0.17%	114
2025 Q2	$510K	Buy	5,703 +42	+0.7%	+$3.59K	0.23%	87
2025 Q1	$463K	Buy	5,661 +229	+4%	+$18.5K	0.26%	82
2024 Q4	$411K	Buy	+5,432	New	+$430K	0.25%	81

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortress Private Ledger's EFA Position: Q1 2026 in Review

Fortress Private Ledger held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 4,941 shares worth $480K. The position accounts for 0.15% of the portfolio, ranked #132.

Fortress Private Ledger first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $510K in Q2 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Fortress Private Ledger held 4,941 shares of iShares MSCI EAFE ETF worth $480K as of Q1 2026.
Fortress Private Ledger left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.15% of Fortress Private Ledger's portfolio in Q1 2026, its #132 holding.
Fortress Private Ledger first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Fortress Private Ledger's iShares MSCI EAFE ETF position peaked at $510K in Q2 2025.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.