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Fortress Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fortress Wealth Management’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
2025
Q3 		$1.08M Sell
12,385
-1,964
-14% -$167K 0.48% 40
2025
Q2 		$1.2M Buy
14,349
+66
+0.5% +$5.24K 0.58% 36
2025
Q1 		$1.08M Sell
14,283
-1,483
-9% -$111K 0.56% 35
2024
Q4 		$1.11M Sell
15,766
-6,132
-28% -$452K 0.54% 35
2024
Q3 		$1.71M Sell
21,898
-49,970
-70% -$3.74M 0.85% 26
2024
Q2 		$5.22M Sell
71,868
-327
-0.5% -$24.1K 2.67% 12
2024
Q1 		$5.36M Buy
72,195
+3,142
+5% +$224K 2.76% 11
2023
Q4 		$4.86M Sell
69,053
-452
-0.7% -$29.8K 2.65% 11
2023
Q3 		$4.47M Buy
69,505
+24
+0% +$1.61K 2.89% 10
2023
Q2 		$4.69M Sell
69,481
-7,790
-10% -$528K 3.04% 10
2023
Q1 		$5.17M Buy
77,271
+6,726
+10% +$441K 3.62% 7
2022
Q4 		$4.35M Buy
70,545
+3,782
+6% +$223K 3.62% 6
2022
Q3 		$3.52M Buy
66,763
+19,231
+40% +$1.13M 3.57% 7
2022
Q2 		$2.8M Buy
47,532
+44,546
+1,492% +$2.86M 2.63% 14
2022
Q1 		$208K Buy
+2,986
New +$211K 0.16% 55

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fortress Wealth Management's IEFA Position: Q3 2025 in Review

Fortress Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q3 2025, selling an estimated $167K and leaving 12,385 shares worth $1.08M. The position accounts for 0.48% of the portfolio, ranked #40.

Fortress Wealth Management first reported a position in IEFA in Q1 2022 and has held it in 15 quarters since. The position peaked at $5.36M in Q1 2024. 2,135 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Fortress Wealth Management held 12,385 shares of iShares Core MSCI EAFE ETF worth $1.08M as of Q3 2025.
  • Fortress Wealth Management sold 1,964 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $167K.
  • iShares Core MSCI EAFE ETF made up 0.48% of Fortress Wealth Management's portfolio in Q3 2025, its #40 holding.
  • Fortress Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 15 quarters since.
  • Fortress Wealth Management's iShares Core MSCI EAFE ETF position peaked at $5.36M in Q1 2024.
  • 2,135 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.