Ken Fisher’s EFA Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q4 2013
+3.17 M Shares
Current Position
26,191 Shares
$2.45 M Value

Ken Fisher's EFA Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 26,191 shares of iShares MSCI EAFE ETF (EFA) worth $2.45 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in EFA, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2013, adding 3.17 M shares. Largest reduction occurred in Q1 2014, reducing 3.15 M shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's iShares MSCI EAFE ETF (EFA) Holding Value Over Time

Track share changes against reported price movement

Quarterly iShares MSCI EAFE ETF (EFA) Trades by Ken Fisher

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +340,682 Add 0.00% 340,681 $57.30
Q3 2013 -314,582 Reduce 92.34% 26,099 $63.80
Q4 2013 +3.17 M Add 12155.93% 3.2 M $67.09
Q1 2014 -3.15 M Reduce 98.55% 46,285 $67.19
Q2 2014 -16,143 Reduce 34.88% 30,142 $68.38
Q3 2014 -9,853 Reduce 32.69% 20,289 $64.12
Q4 2014 -11,740 Reduce 57.86% 8,549 $60.83
Q1 2015 +770 Add 9.01% 9,319 $64.17
Q2 2015 -1,572 Reduce 16.87% 7,747 $63.51
Q3 2015 -7,747 Sold Out 7,747 $0.00
Q2 2017 +11,387 New Buy 11,387 $65.16
Q3 2017 +409 Add 3.59% 11,796 $68.50
Q4 2017 +11,237 Add 95.26% 23,033 $70.29
Q1 2018 -14,259 Reduce 61.91% 8,774 $69.64
Q2 2018 +4,080 Add 46.50% 12,854 $66.98
Q3 2018 -2,926 Reduce 22.76% 9,928 $67.99
Q4 2018 +2,850 Add 28.71% 12,778 $58.77
Q1 2019 +3,147 Add 24.63% 15,925 $64.87
Q2 2019 -2,920 Reduce 18.34% 13,005 $65.74
Q3 2019 +2,409 Add 18.52% 15,414 $65.20
Q4 2019 -306 Reduce 1.99% 15,108 $69.43
Q1 2020 -1,015 Reduce 6.72% 14,093 $53.43
Q2 2020 -5,339 Reduce 37.88% 8,754 $60.89
Q3 2020 +103 Add 1.18% 8,857 $63.68
Q4 2020 +556 Add 6.28% 9,413 $72.98
Q1 2021 -1,262 Reduce 13.41% 8,151 $75.82
Q2 2021 -111 Reduce 1.36% 8,040 $78.86
Q3 2021 +450 Add 5.60% 8,490 $77.97
Q4 2021 -359 Reduce 4.23% 8,131 $78.71
Q1 2022 +1,952 Add 24.01% 10,083 $73.59
Q2 2022 -317 Reduce 3.14% 9,766 $62.46
Q3 2022 -1,274 Reduce 13.05% 8,492 $56.05
Q4 2022 -1,967 Reduce 23.16% 6,525 $65.59
Q1 2023 -2,198 Reduce 33.69% 4,327 $71.53
Q2 2023 +2,027 Add 46.85% 6,354 $72.50
Q3 2023 +6,424 Add 101.10% 12,778 $68.92
Q4 2023 -6,589 Reduce 51.57% 6,189 $75.36
Q1 2024 -1,212 Reduce 19.58% 4,977 $79.86
Q2 2024 +4,858 Add 97.61% 9,835 $78.33
Q3 2024 +2,981 Add 30.31% 12,816 $83.64
Q4 2024 +1,697 Add 13.24% 14,513 $75.61
Q1 2025 +6,023 Add 41.50% 20,536 $81.73
Q2 2025 +2,745 Add 13.37% 23,281 $89.39
Q3 2025 +2,910 Add 12.50% 26,191 $93.37

Ken Fisher's iShares MSCI EAFE ETF Investment FAQs

Ken Fisher first purchased iShares MSCI EAFE ETF (EFA) in Q2 2013, acquiring 340,681 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held iShares MSCI EAFE ETF (EFA) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher's largest addition to iShares MSCI EAFE ETF (EFA) was in Q4 2013, adding 3,198,675 shares worth $214.62 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 26,191 shares of iShares MSCI EAFE ETF (EFA), valued at approximately $2.45 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, iShares MSCI EAFE ETF (EFA) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher's peak holding in iShares MSCI EAFE ETF (EFA) was 3,198,675 shares, as reported at the end of Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.