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Fountainhead AM’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fountainhead AM’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 		$166K Sell
1,714
-818
-32% -$78.6K 0.12% 104
2026
Q1 		$229K Buy
2,532
+171
+7% +$16K 0.21% 83
2025
Q4 		$211K Sell
2,361
-36,528
-94% -$3.23M 0.31% 58
2025
Q3 		$3.4M Sell
38,889
-2,310
-6% -$196K 0.45% 37
2025
Q2 		$3.44M Buy
41,199
+593
+1% +$47.1K 0.5% 35
2025
Q1 		$3.07M Sell
40,606
-10,827
-21% -$810K 0.5% 29
2024
Q4 		$3.61M Buy
51,433
+10,090
+24% +$744K 0.66% 28
2024
Q3 		$3.23M Buy
41,343
+110
+0.3% +$8.23K 0.68% 23
2024
Q2 		$3M Buy
41,233
+3,596
+10% +$265K 0.71% 25
2024
Q1 		$2.79M Buy
37,637
+2,295
+6% +$163K 0.69% 24
2023
Q4 		$2.49M Buy
35,342
+2,994
+9% +$197K 0.68% 26
2023
Q3 		$2.08M Buy
32,348
+1,100
+4% +$73.7K 0.73% 22
2023
Q2 		$2.11M Buy
31,248
+576
+2% +$39.1K 0.75% 22
2023
Q1 		$2.05M Buy
30,672
+2,013
+7% +$132K 0.8% 22
2022
Q4 		$1.77M Sell
28,659
-1,790
-6% -$105K 0.8% 20
2022
Q3 		$1.6M Sell
30,449
-1,217
-4% -$71.6K 0.81% 21
2022
Q2 		$1.86M Sell
31,666
-1,883
-6% -$121K 1.01% 16
2022
Q1 		$2.33M Sell
33,549
-2,262
-6% -$160K 1.04% 16
2021
Q4 		$2.67M Buy
35,811
+1,872
+6% +$141K 1.16% 15
2021
Q3 		$2.52M Buy
33,939
+643
+2% +$48.9K 1.22% 17
2021
Q2 		$2.4M Hold
33,296
– – 1.28% 16
2021
Q1 		$2.4M Buy
33,296
+3,909
+13% +$279K 1.28% 16
2020
Q4 		$2.03M Buy
+29,387
New +$1.9M 1.26% 15

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fountainhead AM's IEFA Position: Q2 2026 in Review

Fountainhead AM reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 32% in Q2 2026, selling an estimated $78.6K and leaving 1,714 shares worth $166K. The position accounts for 0.12% of the portfolio, ranked #104.

Fountainhead AM first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.61M in Q4 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Fountainhead AM held 1,714 shares of iShares Core MSCI EAFE ETF worth $166K as of Q2 2026.
  • Fountainhead AM sold 818 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $78.6K.
  • iShares Core MSCI EAFE ETF made up 0.12% of Fountainhead AM's portfolio in Q2 2026, its #104 holding.
  • Fountainhead AM first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Fountainhead AM's iShares Core MSCI EAFE ETF position peaked at $3.61M in Q4 2024.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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