ArchPoint Investors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

ArchPoint Investors’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	$10.7M	Hold	117,752	–	–	2.54%	9
2025 Q4	$10.5M	Hold	117,752	–	–	2.5%	10
2025 Q3	$10.3M	Hold	117,752	–	–	2.82%	9
2025 Q2	$9.83M	Hold	117,752	–	–	2.89%	10
2025 Q1	$8.91M	Hold	117,752	–	–	2.93%	10
2024 Q4	$8.28M	Hold	117,752	–	–	2.72%	10
2024 Q3	$9.19M	Hold	117,752	–	–	3.07%	10
2024 Q2	$8.55M	Hold	117,752	–	–	3.21%	10
2024 Q1	$8.74M	Hold	117,752	–	–	3.65%	9
2023 Q4	$8.28M	Hold	117,752	–	–	3.45%	6
2023 Q3	$7.58M	Hold	117,752	–	–	2.89%	9
2023 Q2	$7.95M	Hold	117,752	–	–	3.07%	8
2023 Q1	$7.87M	Hold	117,752	–	–	3.42%	7
2022 Q4	$7.26M	Hold	117,752	–	–	3.44%	8
2022 Q3	$6.2M	Hold	117,752	–	–	2.53%	11
2022 Q2	$6.93M	Hold	117,752	–	–	2.75%	9
2022 Q1	$8.19M	Sell	117,752 -25,156	-18%	-$1.78M	2.82%	9
2021 Q4	$10.7M	Hold	142,908	–	–	3.17%	7
2021 Q3	$10.6M	Buy	+142,908	New	+$10.9M	3.18%	6

Other funds holding IEFA

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ArchPoint Investors's IEFA Position: Q1 2026 in Review

ArchPoint Investors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 117,752 shares worth $10.7M. The position accounts for 2.54% of the portfolio, ranked #9.

ArchPoint Investors first reported a position in IEFA in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.7M in Q4 2021. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

ArchPoint Investors held 117,752 shares of iShares Core MSCI EAFE ETF worth $10.7M as of Q1 2026.
ArchPoint Investors left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 2.54% of ArchPoint Investors's portfolio in Q1 2026, its #9 holding.
ArchPoint Investors first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 19 quarters since.
ArchPoint Investors's iShares Core MSCI EAFE ETF position peaked at $10.7M in Q4 2021.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on ArchPoint Investors's 13F filing for Q1 2026, filed 14 May 2026.