Arrowroot Family Office’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Arrowroot Family Office’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 Q2	$2.44M	Buy	25,315 +3,201	+14%	+$307K	0.7%	34
2026 Q1	$2M	Sell	22,114 -51	-0.2%	-$4.76K	0.66%	39
2025 Q4	$1.98M	Buy	22,165 +416	+2%	+$36.8K	0.72%	36
2025 Q3	$1.9M	Buy	21,749 +882	+4%	+$74.9K	0.76%	30
2025 Q2	$1.74M	Buy	+20,867	New	+$1.66M	0.78%	31
2024 Q4	$1.55M	Buy	22,018 +352	+2%	+$26K	0.8%	31
2024 Q3	$1.69M	Sell	21,666 -132	-0.6%	-$9.88K	0.99%	25
2024 Q2	$1.58M	Sell	21,798 -270	-1%	-$19.9K	1.01%	25
2024 Q1	$1.64M	Buy	22,068 +1,275	+6%	+$90.8K	1.05%	27
2023 Q4	$1.46M	Sell	20,793 -1,280	-6%	-$84.4K	1.04%	28
2023 Q3	$1.42M	Buy	22,073 +1,448	+7%	+$97K	1.12%	27
2023 Q2	$1.39M	Sell	20,625 -8,212	-28%	-$557K	1.05%	31
2023 Q1	$1.93M	Buy	+28,837	New	+$1.89M	1.65%	18

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Arrowroot Family Office's IEFA Position: Q2 2026 in Review

Arrowroot Family Office increased its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q2 2026, buying an estimated $307K and bringing the position to 25,315 shares worth $2.44M. The position accounts for 0.7% of the portfolio, ranked #34.

Arrowroot Family Office first reported a position in IEFA in Q1 2023 and has held it in 13 quarters since. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Arrowroot Family Office held 25,315 shares of iShares Core MSCI EAFE ETF worth $2.44M as of Q2 2026.
Arrowroot Family Office bought 3,201 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $307K.
iShares Core MSCI EAFE ETF made up 0.7% of Arrowroot Family Office's portfolio in Q2 2026, its #34 holding.
Arrowroot Family Office first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 13 quarters since.
2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.