Arcadia Wealth Management (New Hampshire)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	$1.35M	Buy	10,883 +1,351	+14%	+$163K	0.43%	34
2026 Q1	$1.06M	Sell	9,532 -1,548	-14%	-$182K	0.38%	40
2025 Q4	$1.26M	Sell	11,080 -41	-0.4%	-$4.7K	0.47%	36
2025 Q3	$1.27M	Sell	11,121 -654	-6%	-$72.9K	0.5%	37
2025 Q2	$1.32M	Sell	11,775 -25	-0.2%	-$2.64K	0.58%	32
2025 Q1	$1.18M	Sell	11,800 -359	-3%	-$36.6K	0.58%	30
2024 Q4	$1.18M	Buy	12,159 +82	+0.7%	+$8.33K	0.6%	28
2024 Q3	$1.3M	Buy	12,077 +971	+9%	+$101K	0.68%	26
2024 Q2	$1.14M	Buy	11,106 +239	+2%	+$24.4K	0.65%	27
2024 Q1	$1.13M	Sell	10,867 -39	-0.4%	-$3.88K	0.69%	24
2023 Q4	$1.06M	Sell	10,906 -1,405	-11%	-$126K	0.73%	25
2023 Q3	$1.06M	Sell	12,311 -146	-1%	-$13.5K	0.83%	22
2023 Q2	$1.19M	Sell	12,457 -57,580	-82%	-$5.48M	0.88%	22
2023 Q1	$6.56M	Buy	70,037 +3,136	+5%	+$282K	5.44%	5
2022 Q4	$5.6M	Buy	+66,901	New	+$5.41M	4.92%	5

Other funds holding EFG

PAS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s EFG Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) increased its iShares MSCI EAFE Growth ETF (EFG) stake by 14% in Q2 2026, buying an estimated $163K and bringing the position to 10,883 shares worth $1.35M. The position accounts for 0.43% of the portfolio, ranked #34.

Arcadia Wealth Management (New Hampshire) first reported a position in EFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.56M in Q1 2023. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Arcadia Wealth Management (New Hampshire) held 10,883 shares of iShares MSCI EAFE Growth ETF worth $1.35M as of Q2 2026.
Arcadia Wealth Management (New Hampshire) bought 1,351 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $163K.
iShares MSCI EAFE Growth ETF made up 0.43% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #34 holding.
Arcadia Wealth Management (New Hampshire) first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 15 quarters since.
Arcadia Wealth Management (New Hampshire)'s iShares MSCI EAFE Growth ETF position peaked at $6.56M in Q1 2023.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.