Arcadia Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Arcadia Investment Management’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	$2.49M	Sell	25,628 -200	-0.8%	-$20K	0.43%	51
2025 Q4	$2.48M	Sell	25,828 -12,250	-32%	-$1.16M	0.4%	48
2025 Q3	$3.56M	Sell	38,078 -739	-2%	-$67.2K	0.55%	45
2025 Q2	$3.47M	Buy	38,817 +510	+1%	+$43.5K	0.55%	44
2025 Q1	$3.13M	Buy	38,307 +1,488	+4%	+$120K	0.57%	42
2024 Q4	$2.78M	Sell	36,819 -200	-0.5%	-$15.8K	0.45%	48
2024 Q3	$3.1M	Sell	37,019 -16,585	-31%	-$1.33M	0.51%	45
2024 Q2	$4.2M	Hold	53,604	–	–	0.72%	36
2024 Q1	$4.28M	Sell	53,604 -1,806	-3%	-$138K	0.76%	39
2023 Q4	$4.18M	Sell	55,410 -3,377	-6%	-$239K	0.8%	40
2023 Q3	$4.05M	Sell	58,787 -266	-0.5%	-$19.1K	0.86%	37
2023 Q2	$4.28M	Hold	59,053	–	–	0.87%	37
2023 Q1	$4.22M	Hold	59,053	–	–	0.92%	36
2022 Q4	$3.88M	Buy	59,053 +12,080	+26%	+$757K	0.9%	38
2022 Q3	$2.63M	Buy	46,973 +725	+2%	+$45.2K	0.64%	50
2022 Q2	$2.89M	Buy	46,248 +13,872	+43%	+$944K	0.64%	47
2022 Q1	$2.38M	Buy	32,376 +11,585	+56%	+$866K	0.45%	55
2021 Q4	$1.64M	Buy	20,791 +70	+0.3%	+$5.54K	0.27%	66
2021 Q3	$1.62M	Buy	20,721 +8,644	+72%	+$692K	0.3%	63
2021 Q2	$953K	Buy	12,077 +1,278	+12%	+$102K	0.18%	84
2021 Q1	$819K	Sell	10,799 -10,741	-50%	-$809K	0.16%	89
2020 Q4	$1.57M	Sell	21,540 -300	-1%	-$20.5K	0.32%	57
2020 Q3	$1.39M	Buy	21,840 +3,155	+17%	+$202K	0.3%	62
2020 Q2	$1.14M	Sell	18,685 -1,383	-7%	-$80K	0.28%	67
2020 Q1	$1.07M	Buy	20,068 +915	+5%	+$58.1K	0.33%	64
2019 Q4	$1.33M	Sell	19,153 -400	-2%	-$27K	0.34%	64
2019 Q3	$1.27M	Buy	19,553 +670	+4%	+$43.2K	0.35%	61
2019 Q2	$1.24M	Buy	18,883 +85	+0.5%	+$5.56K	0.34%	64
2019 Q1	$1.22M	Buy	18,798 +317	+2%	+$20K	0.35%	65
2018 Q4	$1.09M	Sell	18,481 -1,225	-6%	-$76.5K	0.36%	65
2018 Q3	$1.34M	Buy	19,706 +675	+4%	+$45.6K	0.35%	68
2018 Q2	$1.27M	Buy	19,031 +100	+0.5%	+$7.01K	0.36%	71
2018 Q1	$1.32M	Buy	18,931 +205	+1%	+$14.6K	0.37%	71
2017 Q4	$1.32M	Buy	18,726 +6,635	+55%	+$461K	0.37%	72
2017 Q3	$828K	Buy	12,091 +3,250	+37%	+$217K	0.25%	79
2017 Q2	$576K	Sell	8,841 -5,715	-39%	-$370K	0.18%	91
2017 Q1	$907K	Hold	14,556	–	–	0.29%	76
2016 Q4	$840K	Buy	14,556 +6,565	+82%	+$379K	0.27%	77
2016 Q3	$473K	Buy	7,991 +4,250	+114%	+$246K	0.16%	90
2016 Q2	$209K	Hold	3,741	–	–	0.07%	111
2016 Q1	$214K	Sell	3,741 -12,200	-77%	-$672K	0.07%	108
2015 Q4	$936K	Sell	15,941 -17,200	-52%	-$1.04M	0.29%	71
2015 Q3	$1.9M	Sell	33,141 -200	-0.6%	-$12.3K	0.58%	59
2015 Q2	$2.12M	Buy	+33,341	New	+$2.22M	0.55%	62

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arcadia Investment Management's EFA Position: Q1 2026 in Review

Arcadia Investment Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.77% in Q1 2026, selling an estimated $20K and leaving 25,628 shares worth $2.49M. The position accounts for 0.43% of the portfolio, ranked #51.

Arcadia Investment Management first reported a position in EFA in Q2 2015 and has held it in 44 quarters since. The position peaked at $4.28M in Q2 2023. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Arcadia Investment Management held 25,628 shares of iShares MSCI EAFE ETF worth $2.49M as of Q1 2026.
Arcadia Investment Management sold 200 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $20K.
iShares MSCI EAFE ETF made up 0.43% of Arcadia Investment Management's portfolio in Q1 2026, its #51 holding.
Arcadia Investment Management first reported a position in iShares MSCI EAFE ETF in Q2 2015 and has held it in 44 quarters since.
Arcadia Investment Management's iShares MSCI EAFE ETF position peaked at $4.28M in Q2 2023.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.