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Fortune Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fortune Financial Advisors’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 		$547K Buy
5,664
+129
+2% +$12.4K 0.23% 95
2026
Q1 		$501K Buy
5,535
+3,201
+137% +$299K 0.26% 87
2025
Q4 		$209K Hold
2,334
– – 0.14% 95
2025
Q3 		$204K Buy
+2,334
New +$198K 0.15% 93
2024
Q2 		– Sell
-3,282
Closed -$244K – 126
2024
Q1 		$244K Buy
+3,282
New +$234K 0.15% 122

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Fortune Financial Advisors's IEFA Position: Q2 2026 in Review

Fortune Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.3% in Q2 2026, buying an estimated $12.4K and bringing the position to 5,664 shares worth $547K. The position accounts for 0.23% of the portfolio, ranked #95.

Fortune Financial Advisors first reported a position in IEFA in Q1 2024 and has held it in 5 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Fortune Financial Advisors held 5,664 shares of iShares Core MSCI EAFE ETF worth $547K as of Q2 2026.
  • Fortune Financial Advisors bought 129 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $12.4K.
  • iShares Core MSCI EAFE ETF made up 0.23% of Fortune Financial Advisors's portfolio in Q2 2026, its #95 holding.
  • Fortune Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.