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

Arcadia Wealth Management (New Hampshire)’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14M Sell
14,916
-1,979
-12% -$153K 0.36% 39
2026
Q1 		$1.26M Sell
16,895
-3,192
-16% -$240K 0.45% 36
2025
Q4 		$1.43M Sell
20,087
-77
-0.4% -$5.35K 0.53% 31
2025
Q3 		$1.37M Sell
20,164
-1,608
-7% -$106K 0.54% 33
2025
Q2 		$1.38M Sell
21,772
-1,418
-6% -$86.8K 0.6% 29
2025
Q1 		$1.37M Buy
23,190
+2,357
+11% +$133K 0.67% 27
2024
Q4 		$1.09M Buy
20,833
+462
+2% +$25.3K 0.55% 30
2024
Q3 		$1.17M Buy
20,371
+1,396
+7% +$77.1K 0.62% 29
2024
Q2 		$1.01M Sell
18,975
-768
-4% -$41.7K 0.57% 30
2024
Q1 		$1.07M Sell
19,743
-159
-0.8% -$8.3K 0.66% 27
2023
Q4 		$1.04M Sell
19,902
-881
-4% -$43.6K 0.72% 26
2023
Q3 		$1.02M Sell
20,783
-554
-3% -$27.4K 0.79% 23
2023
Q2 		$1.04M Sell
21,337
-91,111
-81% -$4.49M 0.77% 23
2023
Q1 		$5.46M Sell
112,448
-5,852
-5% -$283K 4.53% 6
2022
Q4 		$5.43M Buy
+118,300
New +$5.14M 4.76% 6

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Arcadia Wealth Management (New Hampshire) reduced its iShares MSCI EAFE Value ETF (EFV) stake by 12% in Q2 2026, selling an estimated $153K and leaving 14,916 shares worth $1.14M. The position accounts for 0.36% of the portfolio, ranked #39.

Arcadia Wealth Management (New Hampshire) first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.46M in Q1 2023. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Arcadia Wealth Management (New Hampshire) held 14,916 shares of iShares MSCI EAFE Value ETF worth $1.14M as of Q2 2026.
  • Arcadia Wealth Management (New Hampshire) sold 1,979 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $153K.
  • iShares MSCI EAFE Value ETF made up 0.36% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #39 holding.
  • Arcadia Wealth Management (New Hampshire) first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Arcadia Wealth Management (New Hampshire)'s iShares MSCI EAFE Value ETF position peaked at $5.46M in Q1 2023.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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