Archvest Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Archvest Wealth Advisors’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	$532K	Sell	5,482 -5,143	-48%	-$515K	0.34%	34
2025 Q4	$1.02M	Buy	10,625 +11	+0.1%	+$1.04K	0.65%	27
2025 Q3	$991K	Sell	10,614 -1,275	-11%	-$116K	0.88%	26
2025 Q2	$1.06M	Sell	11,889 -441	-4%	-$37.7K	0.93%	25
2025 Q1	$1.01M	Sell	12,330 -1,852	-13%	-$149K	0.83%	27
2024 Q4	$1.07M	Sell	14,182 -571	-4%	-$45.2K	0.78%	26
2024 Q3	$1.23M	Sell	14,753 -34	-0.2%	-$2.74K	0.78%	26
2024 Q2	$1.16M	Hold	14,787	–	–	0.77%	25
2024 Q1	$1.18M	Sell	14,787 -112	-0.8%	-$8.57K	0.83%	18
2023 Q4	$1.12M	Buy	14,899 +1,942	+15%	+$137K	0.85%	15
2023 Q3	$893K	Buy	12,957 +26	+0.2%	+$1.86K	0.73%	22
2023 Q2	$937K	Hold	12,931	–	–	0.77%	22
2023 Q1	$925K	Hold	12,931	–	–	0.82%	20
2022 Q4	$849K	Sell	12,931 -529	-4%	-$33.1K	0.84%	20
2022 Q3	$754K	Buy	13,460 +6,745	+100%	+$420K	0.77%	21
2022 Q2	$420K	Buy	6,715 +425	+7%	+$28.9K	0.42%	26
2022 Q1	$463K	Hold	6,290	–	–	0.42%	27
2021 Q4	$495K	Buy	+6,290	New	+$498K	0.43%	27

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

Archvest Wealth Advisors's EFA Position: Q1 2026 in Review

Archvest Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 48% in Q1 2026, selling an estimated $515K and leaving 5,482 shares worth $532K. The position accounts for 0.34% of the portfolio, ranked #34.

Archvest Wealth Advisors first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.23M in Q3 2024. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Archvest Wealth Advisors held 5,482 shares of iShares MSCI EAFE ETF worth $532K as of Q1 2026.
Archvest Wealth Advisors sold 5,143 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $515K.
iShares MSCI EAFE ETF made up 0.34% of Archvest Wealth Advisors's portfolio in Q1 2026, its #34 holding.
Archvest Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
Archvest Wealth Advisors's iShares MSCI EAFE ETF position peaked at $1.23M in Q3 2024.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.