Ken Fisher’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ken Fisher’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 Q1	$5.43M	Buy	59,983 +43,995	+275%	+$4.11M	﹤0.01%	461
2025 Q4	$1.43M	Buy	15,988 +3,288	+26%	+$291K	﹤0.01%	616
2025 Q3	$1.11M	Sell	12,700 -6,062	-32%	-$515K	﹤0.01%	672
2025 Q2	$1.57M	Sell	18,762 -12,466	-40%	-$989K	﹤0.01%	614
2025 Q1	$2.36M	Sell	31,228 -119,084	-79%	-$8.9M	﹤0.01%	561
2024 Q4	$10.6M	Sell	150,312 -29,907	-17%	-$2.21M	﹤0.01%	423
2024 Q3	$14.1M	Sell	180,219 -39,064	-18%	-$2.92M	0.01%	377
2024 Q2	$15.9M	Buy	219,283 +13,633	+7%	+$1M	0.01%	363
2024 Q1	$15.3M	Sell	205,650 -25,282	-11%	-$1.8M	0.01%	364
2023 Q4	$16.2M	Sell	230,932 -17,949	-7%	-$1.18M	0.01%	352
2023 Q3	$16M	Sell	248,881 -13,247	-5%	-$887K	0.01%	376
2023 Q2	$17.7M	Sell	262,128 -32,344	-11%	-$2.19M	0.01%	387
2023 Q1	$19.7M	Sell	294,472 -20,836	-7%	-$1.37M	0.01%	367
2022 Q4	$19.4M	Sell	315,308 -24,473	-7%	-$1.44M	0.01%	356
2022 Q3	$17.9M	Buy	339,781 +314,380	+1,238%	+$18.5M	0.01%	345
2022 Q2	$1.5M	Sell	25,401 -479	-2%	-$30.7K	﹤0.01%	574
2022 Q1	$1.8M	Sell	25,880 -4,440	-15%	-$314K	﹤0.01%	565
2021 Q4	$2.26M	Buy	30,320 +4,616	+18%	+$347K	﹤0.01%	542
2021 Q3	$1.91M	Sell	25,704 -447	-2%	-$34K	﹤0.01%	539
2021 Q2	$1.96M	Sell	26,151 -6,344	-20%	-$479K	﹤0.01%	532
2021 Q1	$2.34M	Sell	32,495 -9,823	-23%	-$702K	﹤0.01%	509
2020 Q4	$2.92M	Buy	42,318 +11,277	+36%	+$729K	﹤0.01%	472
2020 Q3	$1.87M	Buy	31,041 +25,266	+438%	+$1.52M	﹤0.01%	496
2020 Q2	$330K	Sell	5,775 -3,474	-38%	-$188K	﹤0.01%	711
2020 Q1	$461K	Sell	9,249 -29,377	-76%	-$1.75M	﹤0.01%	628
2019 Q4	$2.52M	Buy	38,626 +5,625	+17%	+$357K	﹤0.01%	462
2019 Q3	$2.02M	Sell	33,001 -3,758	-10%	-$227K	﹤0.01%	535
2019 Q2	$2.26M	Buy	36,759 +29,991	+443%	+$1.84M	﹤0.01%	524
2019 Q1	$411K	Sell	6,768 -11,282	-63%	-$666K	﹤0.01%	668
2018 Q4	$993K	Buy	18,050 +83	+0.5%	+$4.87K	﹤0.01%	598
2018 Q3	$1.15M	Buy	+17,967	New	+$1.15M	﹤0.01%	576

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ken Fisher's IEFA Position: Q1 2026 in Review

Ken Fisher increased its iShares Core MSCI EAFE ETF (IEFA) stake by 275% in Q1 2026, buying an estimated $4.11M and bringing the position to 59,983 shares worth $5.43M. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Ken Fisher first reported a position in IEFA in Q3 2018 and has held it in 31 quarters since. The position peaked at $19.7M in Q1 2023. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Ken Fisher held 59,983 shares of iShares Core MSCI EAFE ETF worth $5.43M as of Q1 2026.
Ken Fisher bought 43,995 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $4.11M.
iShares Core MSCI EAFE ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #461 holding.
Ken Fisher first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 31 quarters since.
Ken Fisher's iShares Core MSCI EAFE ETF position peaked at $19.7M in Q1 2023.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.