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Arbor Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Arbor Investment Advisors’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 		$30M Buy
288,795
+1,064
+0.4% +$109K 3.4% 9
2026
Q1 		$27.9M Sell
287,731
-2,131
-0.7% -$213K 3.64% 9
2025
Q4 		$27.8M Sell
289,862
-12,518
-4% -$1.19M 3.66% 9
2025
Q3 		$28.2M Sell
302,380
-49,783
-14% -$4.53M 3.58% 9
2025
Q2 		$31.5M Sell
352,163
-388
-0.1% -$33.1K 4.03% 9
2025
Q1 		$28.8M Sell
352,551
-3,308
-0.9% -$267K 3.91% 9
2024
Q4 		$26.9M Sell
355,859
-2,768
-0.8% -$219K 3.78% 9
2024
Q3 		$30M Sell
358,627
-11,993
-3% -$965K 3.97% 8
2024
Q2 		$29M Sell
370,620
-9,326
-2% -$739K 4.25% 8
2024
Q1 		$30.3M Sell
379,946
-3,905
-1% -$299K 4.44% 7
2023
Q4 		$28.9M Sell
383,851
-2,865
-0.7% -$202K 4.52% 7
2023
Q3 		$26.7M Sell
386,716
-4,795
-1% -$343K 4.66% 7
2023
Q2 		$28.4M Sell
391,511
-4,619
-1% -$335K 5% 5
2023
Q1 		$28.3M Sell
396,130
-7,581
-2% -$530K 5.22% 5
2022
Q4 		$26.5M Sell
403,711
-361
-0.1% -$22.6K 5.43% 4
2022
Q3 		$22.6M Sell
404,072
-55,817
-12% -$3.48M 5.48% 5
2022
Q2 		$28.7M Sell
459,889
-2,570
-0.6% -$175K 6.15% 4
2022
Q1 		$34M Buy
462,459
+8,082
+2% +$604K 6.49% 4
2021
Q4 		$35.8M Buy
454,377
+1,576
+0.3% +$125K 6.68% 4
2021
Q3 		$35.3M Sell
452,801
-5,011
-1% -$401K 7.12% 4
2021
Q2 		$36.1M Sell
457,812
-50,811
-10% -$4.04M 7.62% 4
2021
Q1 		$38.6M Sell
508,623
-10,078
-2% -$759K 8.67% 4
2020
Q4 		$37.8M Sell
518,701
-13,623
-3% -$932K 8.67% 4
2020
Q3 		$33.9M Sell
532,324
-13,541
-2% -$866K 8.85% 4
2020
Q2 		$33.2M Buy
545,865
+28,553
+6% +$1.65M 9.16% 4
2020
Q1 		$27.7M Buy
517,312
+102,081
+25% +$6.48M 9.14% 5
2019
Q4 		$28.8M Buy
415,231
+818
+0.2% +$55.2K 8.13% 5
2019
Q3 		$27M Sell
414,413
-2,431
-0.6% -$157K 8.21% 5
2019
Q2 		$27.4M Buy
416,844
+1,367
+0.3% +$89.5K 8.58% 5
2019
Q1 		$26.9M Buy
415,477
+145
+0% +$9.13K 8.59% 5
2018
Q4 		$24.4M Sell
415,332
-8,080
-2% -$505K 8.9% 5
2018
Q3 		$28.8M Buy
423,412
+21,339
+5% +$1.44M 10.7% 4
2018
Q2 		$26.9M Sell
402,073
-5,387
-1% -$378K 10.63% 4
2018
Q1 		$28.4M Sell
407,460
-3,717
-0.9% -$265K 11.86% 4
2017
Q4 		$28.9M Sell
411,177
-3,397
-0.8% -$236K 12.62% 3
2017
Q3 		$28.4M Sell
414,574
-337
-0.1% -$22.5K 13.27% 3
2017
Q2 		$27.1M Sell
414,911
-569
-0.1% -$36.8K 13.35% 3
2017
Q1 		$25.9M Sell
415,480
-9,556
-2% -$578K 13.24% 3
2016
Q4 		$24.5M Buy
425,036
+11,601
+3% +$669K 13.19% 3
2016
Q3 		$24.4M Sell
413,435
-526
-0.1% -$30.5K 13.37% 3
2016
Q2 		$23.1M Buy
413,961
+29,981
+8% +$1.73M 13.26% 3
2016
Q1 		$21.9M Sell
383,980
-19,098
-5% -$1.05M 13.19% 4
2015
Q4 		$23.7M Sell
403,078
-32,842
-8% -$1.98M 14.15% 2
2015
Q3 		$25M Sell
435,920
-3,748
-0.9% -$231K 15.72% 2
2015
Q2 		$27.9M Sell
439,668
-4,301
-1% -$286K 15.63% 2
2015
Q1 		$28.5M Buy
443,969
+12,771
+3% +$804K 15.81% 2
2014
Q4 		$26.2M Buy
431,198
+19,422
+5% +$1.21M 14.79% 2
2014
Q3 		$26.4M Sell
411,776
-3,632
-0.9% -$242K 14.8% 2
2014
Q2 		$28.4M Buy
415,408
+4,063
+1% +$278K 15.14% 2
2014
Q1 		$27.6M Buy
411,345
+17,368
+4% +$1.15M 15.82% 2
2013
Q4 		$26.4M Sell
393,977
-742
-0.2% -$48.5K 15.92% 2
2013
Q3 		$25.2M Buy
394,719
+20,336
+5% +$1.25M 16.29% 1
2013
Q2 		$21.5M Buy
+374,383
New +$22.6M 15.07% 3

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Arbor Investment Advisors's EFA Position: Q2 2026 in Review

Arbor Investment Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0.37% in Q2 2026, buying an estimated $109K and bringing the position to 288,795 shares worth $30M. The position accounts for 3.4% of the portfolio, ranked #9.

Arbor Investment Advisors first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $38.6M in Q1 2021. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Arbor Investment Advisors held 288,795 shares of iShares MSCI EAFE ETF worth $30M as of Q2 2026.
  • Arbor Investment Advisors bought 1,064 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $109K.
  • iShares MSCI EAFE ETF made up 3.4% of Arbor Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Arbor Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • Arbor Investment Advisors's iShares MSCI EAFE ETF position peaked at $38.6M in Q1 2021.
  • 806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.