FA
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Fountainhead AM’s iShares MSCI EAFE ETF EFA Stock Holding History

Fountainhead AM’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
Q2 		$277K Buy
2,664
+60
+2% +$6.17K 0.21% 71
2026
Q1 		$253K Hold
2,604
– – 0.23% 74
2025
Q4 		$250K Sell
2,604
-175
-6% -$16.6K 0.37% 52
2025
Q3 		$259K Buy
2,779
+350
+14% +$31.8K 0.03% 192
2025
Q2 		$217K Buy
+2,429
New +$207K 0.03% 194
2024
Q2 		– Sell
-4,487
Closed -$358K – 147
2024
Q1 		$358K Buy
4,487
+110
+3% +$8.41K 0.09% 79
2023
Q4 		$330K Sell
4,377
-175
-4% -$12.4K 0.09% 76
2023
Q3 		$314K Hold
4,552
– – 0.11% 64
2023
Q2 		$330K Sell
4,552
-129
-3% -$9.37K 0.12% 57
2023
Q1 		$335K Sell
4,681
-127
-3% -$8.88K 0.13% 49
2022
Q4 		$316K Buy
4,808
+3
+0.1% +$188 0.14% 48
2022
Q3 		$269K Sell
4,805
-907
-16% -$56.5K 0.14% 53
2022
Q2 		$357K Sell
5,712
-605
-10% -$41.2K 0.19% 43
2022
Q1 		$465K Sell
6,317
-1,438
-19% -$108K 0.21% 37
2021
Q4 		$610K Buy
7,755
+582
+8% +$46.1K 0.27% 34
2021
Q3 		$560K Sell
7,173
-1,294
-15% -$104K 0.27% 31
2021
Q2 		$642K Hold
8,467
– – 0.34% 28
2021
Q1 		$642K Sell
8,467
-710
-8% -$53.5K 0.34% 28
2020
Q4 		$670K Buy
+9,177
New +$628K 0.42% 25

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Fountainhead AM's EFA Position: Q2 2026 in Review

Fountainhead AM increased its iShares MSCI EAFE ETF (EFA) stake by 2.3% in Q2 2026, buying an estimated $6.17K and bringing the position to 2,664 shares worth $277K. The position accounts for 0.21% of the portfolio, ranked #71.

Fountainhead AM first reported a position in EFA in Q4 2020 and has held it in 19 quarters since. The position peaked at $670K in Q4 2020. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Fountainhead AM held 2,664 shares of iShares MSCI EAFE ETF worth $277K as of Q2 2026.
  • Fountainhead AM bought 60 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $6.17K.
  • iShares MSCI EAFE ETF made up 0.21% of Fountainhead AM's portfolio in Q2 2026, its #71 holding.
  • Fountainhead AM first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 19 quarters since.
  • Fountainhead AM's iShares MSCI EAFE ETF position peaked at $670K in Q4 2020.
  • 2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.