Arrien Investments’s iShares MSCI EAFE ETF EFA Stock Holding History

Arrien Investments’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	$26.4M	Sell	254,325 -5,084	-2%	-$523K	13.32%	2
2026 Q1	$25.2M	Sell	259,409 -2,499	-1%	-$250K	13.66%	2
2025 Q4	$25.2M	Sell	261,908 -3,926	-1%	-$372K	14.18%	2
2025 Q3	$24.8M	Sell	265,834 -8,145	-3%	-$740K	14.52%	2
2025 Q2	$24.5M	Sell	273,979 -11,836	-4%	-$1.01M	15.48%	2
2025 Q1	$23.4M	Buy	285,815 +281	+0.1%	+$22.6K	16.75%	2
2024 Q4	$22.8M	Buy	285,534 +12,518	+5%	+$991K	16.28%	2
2024 Q3	$22.8M	Sell	273,016 -1,368	-0.5%	-$110K	16.48%	2
2024 Q2	$21.5M	Sell	274,384 -2,940	-1%	-$233K	16.8%	2
2024 Q1	$22.1M	Sell	277,324 -1,577	-0.6%	-$121K	17.49%	1
2023 Q4	$21M	Sell	278,901 -4,769	-2%	-$337K	18.45%	1
2023 Q3	$19.6M	Sell	283,670 -9,773	-3%	-$700K	18.43%	2
2023 Q2	$21.3M	Sell	293,443 -8,246	-3%	-$599K	18.05%	1
2023 Q1	$21.6M	Buy	+301,689	New	+$21.1M	21.01%	1

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

Arrien Investments's EFA Position: Q2 2026 in Review

Arrien Investments reduced its iShares MSCI EAFE ETF (EFA) stake by 2% in Q2 2026, selling an estimated $523K and leaving 254,325 shares worth $26.4M. The position accounts for 13.32% of the portfolio, ranked #2.

Arrien Investments first reported a position in EFA in Q1 2023 and has held it in 14 quarters since. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Arrien Investments held 254,325 shares of iShares MSCI EAFE ETF worth $26.4M as of Q2 2026.
Arrien Investments sold 5,084 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $523K.
iShares MSCI EAFE ETF made up 13.32% of Arrien Investments's portfolio in Q2 2026, its #2 holding.
Arrien Investments first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Arrien Investments's 13F filing for Q2 2026, filed 30 Jul 2026.