Arlington Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Arlington Financial 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 Q1	$314K	Hold	3,463	–	–	0.04%	79
2025 Q4	$310K	Sell	3,463 -1,560	-31%	-$138K	0.04%	84
2025 Q3	$439K	Buy	+5,023	New	+$427K	0.06%	68
2024 Q1	–	Sell	-3,556	Closed	-$250K	–	82
2023 Q4	$250K	Buy	+3,556	New	+$234K	0.07%	74
2019 Q1	–	Sell	-30,811	Closed	-$1.7M	–	62
2018 Q4	$1.7M	Buy	+30,811	New	+$1.81M	0.72%	43

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

Arlington Financial Advisors's IEFA Position: Q1 2026 in Review

Arlington Financial Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 3,463 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #79.

Arlington Financial Advisors first reported a position in IEFA in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.7M in Q4 2018. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Arlington Financial Advisors held 3,463 shares of iShares Core MSCI EAFE ETF worth $314K as of Q1 2026.
Arlington Financial Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.04% of Arlington Financial Advisors's portfolio in Q1 2026, its #79 holding.
Arlington Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 5 quarters since.
Arlington Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $1.7M in Q4 2018.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Arlington Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.