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

Arcadia Investment Management’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 Q1	$8.15K	Sell	90 -60	-40%	-$5.6K	﹤0.01%	212
2025 Q4	$13.4K	Buy	+150	New	+$13.3K	﹤0.01%	211
2024 Q3	–	Sell	-1,132	Closed	-$82.2K	–	285
2024 Q2	$82.2K	Hold	1,132	–	–	0.01%	169
2024 Q1	$84K	Hold	1,132	–	–	0.01%	168
2023 Q4	$79.6K	Hold	1,132	–	–	0.02%	180
2023 Q3	$72.8K	Hold	1,132	–	–	0.02%	185
2023 Q2	$76.4K	Hold	1,132	–	–	0.02%	192
2023 Q1	$75.7K	Hold	1,132	–	–	0.02%	199
2022 Q4	$69.8K	Hold	1,132	–	–	0.02%	199
2022 Q3	$60K	Hold	1,132	–	–	0.01%	178
2022 Q2	$67K	Hold	1,132	–	–	0.01%	181
2022 Q1	$79K	Hold	1,132	–	–	0.01%	179
2021 Q4	$84K	Hold	1,132	–	–	0.01%	182
2021 Q3	$84K	Hold	1,132	–	–	0.02%	175
2021 Q2	$85K	Hold	1,132	–	–	0.02%	176
2021 Q1	$82K	Buy	+1,132	New	+$80.9K	0.02%	169

Other funds holding IEFA

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Arcadia Investment Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 40% in Q1 2026, selling an estimated $5.6K and leaving 90 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Arcadia Investment Management first reported a position in IEFA in Q1 2021 and has held it in 16 quarters since. The position peaked at $85K in Q2 2021. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Arcadia Investment Management held 90 shares of iShares Core MSCI EAFE ETF worth $8.15K as of Q1 2026.
Arcadia Investment Management sold 60 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $5.6K.
iShares Core MSCI EAFE ETF made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #212 holding.
Arcadia Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 16 quarters since.
Arcadia Investment Management's iShares Core MSCI EAFE ETF position peaked at $85K in Q2 2021.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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