Ken Fisher's IEFA Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 12,700 shares of iShares Core MSCI EAFE ETF (IEFA) worth $1.11 M, representing 0.00% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in IEFA, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 314,380 shares. Largest reduction occurred in Q1 2025, reducing 119,084 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares Core MSCI EAFE ETF (IEFA) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core MSCI EAFE ETF (IEFA) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2018 | +17,967 | New Buy | 17,967 | $64.06 |
| Q4 2018 | +83 | Add 0.46% | 18,050 | $55.01 |
| Q1 2019 | -11,282 | Reduce 62.50% | 6,768 | $60.73 |
| Q2 2019 | +29,991 | Add 443.13% | 36,759 | $61.40 |
| Q3 2019 | -3,758 | Reduce 10.22% | 33,001 | $61.06 |
| Q4 2019 | +5,625 | Add 17.04% | 38,626 | $65.24 |
| Q1 2020 | -29,377 | Reduce 76.05% | 9,249 | $49.84 |
| Q2 2020 | -3,474 | Reduce 37.56% | 5,775 | $57.14 |
| Q3 2020 | +25,266 | Add 437.51% | 31,041 | $60.28 |
| Q4 2020 | +11,277 | Add 36.33% | 42,318 | $69.10 |
| Q1 2021 | -9,823 | Reduce 23.21% | 32,495 | $72.04 |
| Q2 2021 | -6,344 | Reduce 19.52% | 26,151 | $74.87 |
| Q3 2021 | -447 | Reduce 1.71% | 25,704 | $74.27 |
| Q4 2021 | +4,616 | Add 17.96% | 30,320 | $74.64 |
| Q1 2022 | -4,440 | Reduce 14.64% | 25,880 | $69.51 |
| Q2 2022 | -479 | Reduce 1.85% | 25,401 | $58.86 |
| Q3 2022 | +314,380 | Add 1237.67% | 339,781 | $52.67 |
| Q4 2022 | -24,473 | Reduce 7.20% | 315,308 | $61.64 |
| Q1 2023 | -20,836 | Reduce 6.61% | 294,472 | $66.85 |
| Q2 2023 | -32,344 | Reduce 10.98% | 262,128 | $67.50 |
| Q3 2023 | -13,247 | Reduce 5.05% | 248,881 | $64.35 |
| Q4 2023 | -17,949 | Reduce 7.21% | 230,932 | $70.35 |
| Q1 2024 | -25,282 | Reduce 10.95% | 205,650 | $74.22 |
| Q2 2024 | +13,633 | Add 6.63% | 219,283 | $72.64 |
| Q3 2024 | -39,064 | Reduce 17.81% | 180,219 | $78.05 |
| Q4 2024 | -29,907 | Reduce 16.59% | 150,312 | $70.28 |
| Q1 2025 | -119,084 | Reduce 79.22% | 31,228 | $75.65 |
| Q2 2025 | -12,466 | Reduce 39.92% | 18,762 | $83.49 |
| Q3 2025 | -6,062 | Reduce 32.31% | 12,700 | $87.32 |
Ken Fisher's iShares Core MSCI EAFE ETF Investment FAQs
Ken Fisher first purchased iShares Core MSCI EAFE ETF (IEFA) in Q3 2018, acquiring 17,967 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 Core MSCI EAFE ETF (IEFA) for 29 quarters since Q3 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to iShares Core MSCI EAFE ETF (IEFA) was in Q3 2022, adding 339,781 shares worth $17.9 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 12,700 shares of iShares Core MSCI EAFE ETF (IEFA), valued at approximately $1.11 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares Core MSCI EAFE ETF (IEFA) 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 Core MSCI EAFE ETF (IEFA) was 339,781 shares, as reported at the end of Q3 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.