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

Arbor Investment Advisors’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 		$9.73M Sell
100,765
-8,560
-8% -$822K 1.1% 17
2026
Q1 		$9.9M Sell
109,325
-515
-0.5% -$48.1K 1.29% 16
2025
Q4 		$9.83M Sell
109,840
-11,914
-10% -$1.05M 1.29% 16
2025
Q3 		$10.6M Sell
121,754
-11,667
-9% -$991K 1.35% 17
2025
Q2 		$11.1M Sell
133,421
-291
-0.2% -$23.1K 1.43% 15
2025
Q1 		$10.1M Buy
133,712
+1,702
+1% +$127K 1.37% 15
2024
Q4 		$9.28M Buy
132,010
+481
+0.4% +$35.5K 1.3% 16
2024
Q3 		$10.3M Sell
131,529
-4,425
-3% -$331K 1.36% 16
2024
Q2 		$9.88M Sell
135,954
-6,713
-5% -$494K 1.44% 15
2024
Q1 		$10.6M Sell
142,667
-9,488
-6% -$675K 1.55% 14
2023
Q4 		$10.7M Buy
152,155
+9,642
+7% +$636K 1.67% 14
2023
Q3 		$9.17M Buy
142,513
+899
+0.6% +$60.2K 1.6% 14
2023
Q2 		$9.56M Sell
141,614
-2,838
-2% -$192K 1.68% 14
2023
Q1 		$9.66M Sell
144,452
-1,451
-1% -$95.1K 1.78% 13
2022
Q4 		$8.99M Buy
145,903
+31,132
+27% +$1.83M 1.84% 12
2022
Q3 		$6.04M Buy
114,771
+32,068
+39% +$1.89M 1.46% 16
2022
Q2 		$4.87M Buy
82,703
+18,962
+30% +$1.22M 1.04% 18
2022
Q1 		$4.43M Sell
63,741
-9,504
-13% -$672K 0.85% 20
2021
Q4 		$5.47M Sell
73,245
-2,497
-3% -$188K 1.02% 20
2021
Q3 		$5.62M Buy
75,742
+22,195
+41% +$1.69M 1.13% 18
2021
Q2 		$4.01M Buy
53,547
+7,674
+17% +$579K 0.85% 20
2021
Q1 		$3.31M Buy
45,873
+9,510
+26% +$680K 0.74% 20
2020
Q4 		$2.51M Buy
36,363
+706
+2% +$45.7K 0.58% 22
2020
Q3 		$2.15M Sell
35,657
-849
-2% -$51.2K 0.56% 23
2020
Q2 		$2.09M Buy
+36,506
New +$1.98M 0.58% 23
2020
Q1 		– Sell
-4,096
Closed -$267K – 80
2019
Q4 		$267K Buy
4,096
+12
+0.3% +$761 0.08% 71
2019
Q3 		$249K Hold
4,084
– – 0.08% 70
2019
Q2 		$251K Buy
4,084
+16
+0.4% +$980 0.08% 67
2019
Q1 		$247K Buy
4,068
+22
+0.5% +$1.3K 0.08% 66
2018
Q4 		$223K Buy
+4,046
New +$237K 0.08% 51

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

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

Arbor Investment Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.8% in Q2 2026, selling an estimated $822K and leaving 100,765 shares worth $9.73M. The position accounts for 1.1% of the portfolio, ranked #17.

Arbor Investment Advisors first reported a position in IEFA in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.1M in Q2 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Arbor Investment Advisors held 100,765 shares of iShares Core MSCI EAFE ETF worth $9.73M as of Q2 2026.
  • Arbor Investment Advisors sold 8,560 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $822K.
  • iShares Core MSCI EAFE ETF made up 1.1% of Arbor Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Arbor Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • Arbor Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $11.1M in Q2 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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