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

Arkadios Wealth Advisors’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 Q2	$13.3M	Buy	137,384 +5,754	+4%	+$553K	0.2%	104
2026 Q1	$11.9M	Sell	131,630 -25,638	-16%	-$2.39M	0.19%	111
2025 Q4	$14.1M	Buy	157,268 +60,919	+63%	+$5.39M	0.27%	72
2025 Q3	$8.41M	Buy	96,349 +18,670	+24%	+$1.59M	0.2%	110
2025 Q2	$6.48M	Buy	77,679 +6,544	+9%	+$519K	0.19%	118
2025 Q1	$5.38M	Buy	71,135 +6,211	+10%	+$464K	0.2%	116
2024 Q4	$4.56M	Sell	64,924 -4,296	-6%	-$317K	0.25%	86
2024 Q3	$5.4M	Buy	69,220 +7,274	+12%	+$545K	0.31%	64
2024 Q2	$4.5M	Buy	61,946 +39,116	+171%	+$2.88M	0.3%	63
2024 Q1	$1.69M	Buy	22,830 +1,806	+9%	+$129K	0.13%	166
2023 Q4	$1.48M	Buy	21,024 +12,165	+137%	+$802K	0.13%	169
2023 Q3	$570K	Buy	8,859 +5,147	+139%	+$345K	0.05%	305
2023 Q2	$251K	Buy	+3,712	New	+$252K	0.03%	499
2022 Q1	–	Sell	-2,802	Closed	-$209K	–	590
2021 Q4	$209K	Sell	2,802 -2,442	-47%	-$184K	0.03%	545
2021 Q3	$389K	Sell	5,244 -257	-5%	-$19.6K	0.06%	345
2021 Q2	$411K	Sell	5,501 -38,569	-88%	-$2.91M	0.05%	374
2021 Q1	$3.17M	Buy	44,070 +43,832	+18,417%	+$3.13M	0.52%	44
2020 Q4	$16K	Sell	238 -70	-23%	-$4.53K	﹤0.01%	824
2020 Q3	$18.9K	Sell	308 -5	-2%	-$302	0.01%	616
2020 Q2	$18.5K	Sell	313 -150	-32%	-$8.13K	0.01%	551
2020 Q1	$23.1K	Buy	463 +32	+7%	+$1.9K	0.01%	458
2019 Q4	$28K	Buy	+431	New	+$27.3K	0.02%	397

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Arkadios Wealth Advisors's IEFA Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.4% in Q2 2026, buying an estimated $553K and bringing the position to 137,384 shares worth $13.3M. The position accounts for 0.2% of the portfolio, ranked #104.

Arkadios Wealth Advisors first reported a position in IEFA in Q4 2019 and has held it in 22 quarters since. The position peaked at $14.1M in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Arkadios Wealth Advisors held 137,384 shares of iShares Core MSCI EAFE ETF worth $13.3M as of Q2 2026.
Arkadios Wealth Advisors bought 5,754 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $553K.
iShares Core MSCI EAFE ETF made up 0.2% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #104 holding.
Arkadios Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 22 quarters since.
Arkadios Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $14.1M in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.