Arcadia Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Arcadia Investment Advisors’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$187K	Hold	1,500	–	–	0.08%	44
2026 Q1	$167K	Hold	1,500	–	–	0.08%	43
2025 Q4	$171K	Hold	1,500	–	–	0.08%	43
2025 Q3	$171K	Hold	1,500	–	–	0.08%	41
2025 Q2	$168K	Hold	1,500	–	–	0.09%	40
2025 Q1	$150K	Sell	1,500 -540	-26%	-$55K	0.08%	37
2024 Q4	$198K	Hold	2,040	–	–	0.11%	37
2024 Q3	$220K	Hold	2,040	–	–	0.12%	33
2024 Q2	$209K	Hold	2,040	–	–	0.12%	33
2024 Q1	$212K	Hold	2,040	–	–	0.12%	32
2023 Q4	$198K	Hold	2,040	–	–	0.12%	33
2023 Q3	$176K	Hold	2,040	–	–	0.12%	35
2023 Q2	$195K	Hold	2,040	–	–	0.13%	34
2023 Q1	$191K	Sell	2,040 -973	-32%	-$87.5K	0.13%	32
2022 Q4	$252K	Hold	3,013	–	–	0.18%	31
2022 Q3	$219K	Sell	3,013 -1,074	-26%	-$87.6K	0.17%	33
2022 Q2	$329K	Hold	4,087	–	–	0.24%	31
2022 Q1	$393K	Sell	4,087 -376	-8%	-$37K	0.24%	32
2021 Q4	$492K	Sell	4,463 -332	-7%	-$36.4K	0.25%	32
2021 Q3	$511K	Sell	4,795 -123	-3%	-$13.5K	0.28%	33
2021 Q2	$528K	Hold	4,918	–	–	0.28%	31
2021 Q1	$494K	Sell	4,918 -854	-15%	-$86.8K	0.27%	31
2020 Q4	$582K	Sell	5,772 -251	-4%	-$23.7K	0.33%	26
2020 Q3	$541K	Hold	6,023	–	–	0.35%	26
2020 Q2	$501K	Sell	6,023 -4,090	-40%	-$319K	0.34%	28
2020 Q1	$719K	Buy	+10,113	New	+$819K	0.57%	27

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Arcadia Investment Advisors's EFG Position: Q2 2026 in Review

Arcadia Investment Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 1,500 shares worth $187K. The position accounts for 0.08% of the portfolio, ranked #44.

Arcadia Investment Advisors first reported a position in EFG in Q1 2020 and has held it in 26 quarters since. The position peaked at $719K in Q1 2020. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Arcadia Investment Advisors held 1,500 shares of iShares MSCI EAFE Growth ETF worth $187K as of Q2 2026.
Arcadia Investment Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.08% of Arcadia Investment Advisors's portfolio in Q2 2026, its #44 holding.
Arcadia Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2020 and has held it in 26 quarters since.
Arcadia Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $719K in Q1 2020.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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