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

ARQ 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 Q2	$429K	Sell	4,114 -2,404	-37%	-$247K	0.05%	163
2026 Q1	$633K	Hold	6,518	–	–	0.11%	117
2025 Q4	$626K	Sell	6,518 -108	-2%	-$10.2K	0.17%	79
2025 Q3	$619K	Sell	6,626 -29	-0.4%	-$2.64K	0.18%	80
2025 Q2	$544K	Hold	6,655	–	–	0.19%	70
2025 Q1	$544K	Hold	6,655	–	–	0.2%	65
2024 Q4	$503K	Sell	6,655 -211	-3%	-$16.7K	0.19%	67
2024 Q3	$570K	Hold	6,866	–	–	0.22%	61
2024 Q2	$538K	Buy	6,866 +1,874	+38%	+$148K	0.23%	56
2024 Q1	$399K	Buy	4,992 +350	+8%	+$26.8K	0.17%	64
2023 Q4	$350K	Hold	4,642	–	–	0.21%	47
2023 Q3	$320K	Buy	4,642 +450	+11%	+$32.2K	0.24%	47
2023 Q2	$304K	Sell	4,192 -50	-1%	-$3.63K	0.2%	48
2023 Q1	$303K	Sell	4,242 -334	-7%	-$23.4K	0.22%	42
2022 Q4	$300K	Buy	4,576 +35	+0.8%	+$2.19K	0.2%	41
2022 Q3	$254K	Hold	4,541	–	–	0.2%	44
2022 Q2	$284K	Buy	4,541 +208	+5%	+$14.2K	0.2%	45
2022 Q1	$319K	Sell	4,333 -40	-0.9%	-$2.99K	0.21%	44
2021 Q4	$344K	Buy	4,373 +83	+2%	+$6.57K	0.24%	42
2021 Q3	$335K	Hold	4,290	–	–	0.22%	42
2021 Q2	$338K	Hold	4,290	–	–	0.22%	44
2021 Q1	$325K	Buy	4,290 +354	+9%	+$26.7K	0.21%	44
2020 Q4	$287K	Sell	3,936 -500	-11%	-$34.2K	0.18%	46
2020 Q3	$282K	Sell	4,436 -8	-0.2%	-$512	0.27%	35
2020 Q2	$271K	Buy	+4,444	New	+$257K	0.26%	35

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

ARQ Wealth Advisors's EFA Position: Q2 2026 in Review

ARQ Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 37% in Q2 2026, selling an estimated $247K and leaving 4,114 shares worth $429K. The position accounts for 0.05% of the portfolio, ranked #163.

ARQ Wealth Advisors first reported a position in EFA in Q2 2020 and has held it in 25 quarters since. The position peaked at $633K in Q1 2026. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

ARQ Wealth Advisors held 4,114 shares of iShares MSCI EAFE ETF worth $429K as of Q2 2026.
ARQ Wealth Advisors sold 2,404 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $247K.
iShares MSCI EAFE ETF made up 0.05% of ARQ Wealth Advisors's portfolio in Q2 2026, its #163 holding.
ARQ Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
ARQ Wealth Advisors's iShares MSCI EAFE ETF position peaked at $633K in Q1 2026.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.