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Arcus Capital Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Arcus Capital Partners’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 		– Sell
-29,584
Closed -$2.65M – 138
2025
Q4 		$2.65M Buy
29,584
+1
+0% +$88 0.95% 20
2025
Q3 		$2.58M Hold
29,583
– – 1.13% 13
2025
Q2 		$2.47M Buy
+29,583
New +$2.35M 1.07% 16
2025
Q1 		– Sell
-29,882
Closed -$2.22M – 128
2024
Q4 		$2.22M Buy
29,882
+4,027
+16% +$297K 0.7% 21
2024
Q3 		$2.02M Sell
25,855
-2,218
-8% -$166K 0.73% 25
2024
Q2 		$2.04M Sell
28,073
-1,809
-6% -$133K 0.79% 23
2024
Q1 		$2.22M Buy
29,882
+1,919
+7% +$137K 0.7% 21
2023
Q4 		$1.97M Buy
+27,963
New +$1.84M 0.69% 23
2019
Q4 		– Sell
-4,526
Closed -$276K – 103
2019
Q3 		$276K Buy
4,526
+815
+22% +$49.2K 0.11% 79
2019
Q2 		$228K Buy
3,711
+71
+2% +$4.35K 0.08% 87
2019
Q1 		$221K Hold
3,640
– – 0.09% 91
2018
Q4 		$200K Buy
3,640
+51
+1% +$2.99K 0.12% 91
2018
Q3 		$230K Hold
3,589
– – 0.11% 92
2018
Q2 		$227K Buy
3,589
+514
+17% +$34K 0.11% 93
2018
Q1 		$203K Hold
3,075
– – 0.11% 97
2017
Q4 		$203K Buy
+3,075
New +$200K 0.11% 108

Other funds holding IEFA

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Arcus Capital Partners's IEFA Position: Q1 2026 in Review

Arcus Capital Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 29,584 shares — an estimated $2.65M sold.

Arcus Capital Partners first reported a position in IEFA in Q4 2017 and held it in 16 quarters. The position peaked at $2.65M in Q4 2025. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Arcus Capital Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Arcus Capital Partners sold 29,584 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.65M.
  • Arcus Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 16 quarters.
  • Arcus Capital Partners's iShares Core MSCI EAFE ETF position peaked at $2.65M in Q4 2025.
  • 2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Arcus Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.