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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
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
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

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

ARQ Wealth Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 6,518 shares worth $633K. The position accounts for 0.11% of the portfolio, ranked #117.

ARQ Wealth Advisors first reported a position in EFA in Q2 2020 and has held it in 24 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • ARQ Wealth Advisors held 6,518 shares of iShares MSCI EAFE ETF worth $633K as of Q1 2026.
  • ARQ Wealth Advisors left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.11% of ARQ Wealth Advisors's portfolio in Q1 2026, its #117 holding.
  • ARQ Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2020 and has held it in 24 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.