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

Arbor Trust Wealth 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
Q1 		$10.6M Buy
109,552
+2,525
+2% +$253K 4.67% 3
2025
Q4 		$10.3M Buy
107,027
+16,568
+18% +$1.57M 4.49% 4
2025
Q3 		$8.45M Buy
90,459
+19,310
+27% +$1.76M 3.8% 6
2025
Q2 		$6.36M Buy
71,149
+356
+0.5% +$30.4K 3.11% 11
2025
Q1 		$5.79M Sell
70,793
-5,205
-7% -$420K 2.71% 12
2024
Q4 		$5.75M Buy
75,998
+4,640
+7% +$367K 2.69% 12
2024
Q3 		$5.59M Hold
71,358
– – 2.94% 9
2024
Q2 		$5.59M Buy
71,358
+1,875
+3% +$149K 2.94% 9
2024
Q1 		$5.44M Buy
69,483
+555
+0.8% +$42.5K 2.99% 9
2023
Q4 		$5.2M Buy
68,928
+3,578
+5% +$253K 3.09% 11
2023
Q3 		$4.5M Buy
65,350
+8,556
+15% +$613K 2.97% 10
2023
Q2 		$4.12M Buy
56,794
+2,306
+4% +$167K 2.62% 14
2023
Q1 		$3.9M Sell
54,488
-250
-0.5% -$17.5K 2.56% 14
2022
Q4 		$3.59M Buy
54,738
+1,057
+2% +$66.2K 2.48% 13
2022
Q3 		$3M Sell
53,681
-2,000
-4% -$125K 2.28% 15
2022
Q2 		$3.48M Buy
55,681
+1,316
+2% +$89.6K 2.43% 14
2022
Q1 		$4M Sell
54,365
-3,137
-5% -$235K 2.4% 14
2021
Q4 		$4.53M Buy
57,502
+119
+0.2% +$9.42K 2.61% 13
2021
Q3 		$4.48M Sell
57,383
-965
-2% -$77.2K 2.8% 11
2021
Q2 		$4.6M Buy
58,348
+1,022
+2% +$81.2K 2.89% 10
2021
Q1 		$4.35M Buy
57,326
+2,130
+4% +$160K 2.9% 10
2020
Q4 		$4.03M Buy
55,196
+1,900
+4% +$130K 2.92% 9
2020
Q3 		$3.39M Buy
53,296
+575
+1% +$36.8K 2.94% 10
2020
Q2 		$3.21M Sell
52,721
-1,553
-3% -$89.8K 2.9% 10
2020
Q1 		$2.9M Sell
54,274
-4,816
-8% -$306K 3.07% 10
2019
Q4 		$4.1M Buy
+59,090
New +$3.99M 3.51% 8

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arbor Trust Wealth Advisors's EFA Position: Q1 2026 in Review

Arbor Trust Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 2.4% in Q1 2026, buying an estimated $253K and bringing the position to 109,552 shares worth $10.6M. The position accounts for 4.67% of the portfolio, ranked #3.

Arbor Trust Wealth Advisors first reported a position in EFA in Q4 2019 and has held it in 26 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Arbor Trust Wealth Advisors held 109,552 shares of iShares MSCI EAFE ETF worth $10.6M as of Q1 2026.
  • Arbor Trust Wealth Advisors bought 2,525 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $253K.
  • iShares MSCI EAFE ETF made up 4.67% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #3 holding.
  • Arbor Trust Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.