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

Arrow Financial’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
2024 Q4	–	Sell	-457	Closed	-$35.7K	–	234
2024 Q3	$35.7K	Hold	457	–	–	﹤0.01%	237
2024 Q2	$33.2K	Hold	457	–	–	﹤0.01%	230
2024 Q1	$33.9K	Sell	457 -136	-23%	-$9.68K	﹤0.01%	229
2023 Q4	$41.7K	Hold	593	–	–	﹤0.01%	219
2023 Q3	$38.2K	Hold	593	–	–	﹤0.01%	220
2023 Q2	$40K	Hold	593	–	–	﹤0.01%	213
2023 Q1	$39.6K	Sell	593 -157	-21%	-$10.3K	0.01%	218
2022 Q4	$46K	Hold	750	–	–	0.01%	217
2022 Q3	$40K	Hold	750	–	–	0.01%	217
2022 Q2	$44K	Sell	750 -2,075	-73%	-$133K	0.01%	213
2022 Q1	$196K	Buy	2,825 +1,851	+190%	+$131K	0.02%	161
2021 Q4	$73K	Hold	974	–	–	0.01%	194
2021 Q3	$72K	Hold	974	–	–	0.01%	200
2021 Q2	$73K	Buy	+974	New	+$73.5K	0.01%	196

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Arrow Financial's IEFA Position: Q4 2024 in Review

Arrow Financial sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2024, closing a stake of 457 shares — an estimated $35.7K sold.

Arrow Financial first reported a position in IEFA in Q2 2021 and held it in 14 quarters. The position peaked at $196K in Q1 2022. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

Arrow Financial reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Arrow Financial sold 457 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $35.7K.
Arrow Financial first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and held it in 14 quarters.
Arrow Financial's iShares Core MSCI EAFE ETF position peaked at $196K in Q1 2022.
2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Arrow Financial's 13F filing for Q4 2024, filed 14 Feb 2025.