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

Arkadios 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 		$11M Buy
112,924
+3,296
+3% +$330K 0.18% 128
2025
Q4 		$10.5M Buy
109,628
+62,122
+131% +$5.89M 0.2% 111
2025
Q3 		$4.44M Buy
47,506
+1,488
+3% +$135K 0.11% 212
2025
Q2 		$4.11M Buy
46,018
+11,107
+32% +$948K 0.12% 189
2025
Q1 		$2.85M Buy
34,911
+3,804
+12% +$307K 0.11% 219
2024
Q4 		$2.35M Sell
31,107
-4,470
-13% -$354K 0.13% 151
2024
Q3 		$2.98M Buy
35,577
+1,503
+4% +$121K 0.17% 127
2024
Q2 		$2.67M Buy
34,074
+19,947
+141% +$1.58M 0.18% 122
2024
Q1 		$1.13M Sell
14,127
-529
-4% -$40.5K 0.09% 221
2023
Q4 		$1.1M Sell
14,656
-1,956
-12% -$138K 0.09% 203
2023
Q3 		$1.14M Buy
16,612
+2,147
+15% +$154K 0.11% 190
2023
Q2 		$1.05M Buy
14,465
+3,887
+37% +$282K 0.12% 176
2023
Q1 		$757K Sell
10,578
-765
-7% -$53.5K 0.09% 230
2022
Q4 		$745K Buy
11,343
+1,899
+20% +$119K 0.1% 213
2022
Q3 		$529K Buy
9,444
+1,315
+16% +$82K 0.08% 262
2022
Q2 		$508K Sell
8,129
-1,385
-15% -$94.3K 0.08% 276
2022
Q1 		$700K Sell
9,514
-741
-7% -$55.4K 0.09% 246
2021
Q4 		$807K Buy
10,255
+497
+5% +$39.4K 0.11% 219
2021
Q3 		$761K Sell
9,758
-469
-5% -$37.5K 0.11% 211
2021
Q2 		$806K Buy
10,227
+20
+0.2% +$1.59K 0.1% 240
2021
Q1 		$774K Buy
10,207
+1,880
+23% +$142K 0.13% 187
2020
Q4 		$607K Buy
8,327
+901
+12% +$61.6K 0.13% 169
2020
Q3 		$481K Buy
7,426
+970
+15% +$62.1K 0.24% 95
2020
Q2 		$406K Buy
6,456
+139
+2% +$8.04K 0.23% 108
2020
Q1 		$338K Sell
6,317
-681
-10% -$43.2K 0.22% 110
2019
Q4 		$485K Buy
+6,998
New +$473K 0.29% 84

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 3% in Q1 2026, buying an estimated $330K and bringing the position to 112,924 shares worth $11M. The position accounts for 0.18% of the portfolio, ranked #128.

Arkadios Wealth Advisors first reported a position in EFA in Q4 2019 and has held it in 26 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Arkadios Wealth Advisors held 112,924 shares of iShares MSCI EAFE ETF worth $11M as of Q1 2026.
  • Arkadios Wealth Advisors bought 3,296 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $330K.
  • iShares MSCI EAFE ETF made up 0.18% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #128 holding.
  • Arkadios Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.