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

Forza 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
2026 Q2	$1.45M	Sell	15,041 -56	-0.4%	-$5.38K	0.45%	56
2026 Q1	$1.37M	Buy	15,097 +56	+0.4%	+$5.23K	0.48%	52
2025 Q4	$1.35M	Hold	15,041	–	–	0.49%	45
2025 Q3	$1.31M	Hold	15,041	–	–	0.5%	45
2025 Q2	$1.26M	Hold	15,041	–	–	0.51%	45
2025 Q1	$1.14M	Hold	15,041	–	–	0.51%	47
2024 Q4	$1.06M	Sell	15,041 -1,693	-10%	-$125K	0.48%	51
2024 Q3	$1.31M	Hold	16,734	–	–	0.6%	45
2024 Q2	$1.22M	Hold	16,734	–	–	0.63%	45
2024 Q1	$1.24M	Hold	16,734	–	–	0.65%	45
2023 Q4	$1.18M	Sell	16,734 -12,660	-43%	-$834K	0.65%	44
2023 Q3	$1.89M	Hold	29,394	–	–	0.98%	27
2023 Q2	$1.98M	Hold	29,394	–	–	1%	24
2023 Q1	$1.96M	Hold	29,394	–	–	1.01%	24
2022 Q4	$1.81M	Buy	+29,394	New	+$1.73M	1.2%	23

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Forza Wealth Management's IEFA Position: Q2 2026 in Review

Forza Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.37% in Q2 2026, selling an estimated $5.38K and leaving 15,041 shares worth $1.45M. The position accounts for 0.45% of the portfolio, ranked #56.

Forza Wealth Management first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.98M in Q2 2023. 604 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Forza Wealth Management held 15,041 shares of iShares Core MSCI EAFE ETF worth $1.45M as of Q2 2026.
Forza Wealth Management sold 56 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $5.38K.
iShares Core MSCI EAFE ETF made up 0.45% of Forza Wealth Management's portfolio in Q2 2026, its #56 holding.
Forza Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.98M in Q2 2023.
604 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.