AI
EFA icon

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

Arvest 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 		$10.1M Sell
97,426
-1,402
-1% -$144K 1.22% 22
2026
Q1 		$9.6M Sell
98,828
-3,642
-4% -$364K 1.31% 20
2025
Q4 		$9.84M Sell
102,470
-1,536
-1% -$146K 1.38% 21
2025
Q3 		$9.71M Sell
104,006
-2,031
-2% -$185K 1.39% 19
2025
Q2 		$9.48M Sell
106,037
-2,574
-2% -$220K 1.43% 16
2025
Q1 		$8.88M Sell
108,611
-1,763
-2% -$142K 1.4% 17
2024
Q4 		$8.35M Sell
110,374
-8,947
-7% -$709K 1.33% 20
2024
Q3 		$9.98M Buy
119,321
+533
+0.4% +$42.9K 1.51% 17
2024
Q2 		$9.3M Sell
118,788
-1,745
-1% -$138K 1.49% 18
2024
Q1 		$9.63M Buy
120,533
+43
+0% +$3.29K 1.53% 17
2023
Q4 		$9.08M Buy
+120,490
New +$8.52M 1.47% 17

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Arvest Investments's EFA Position: Q2 2026 in Review

Arvest Investments reduced its iShares MSCI EAFE ETF (EFA) stake by 1.4% in Q2 2026, selling an estimated $144K and leaving 97,426 shares worth $10.1M. The position accounts for 1.22% of the portfolio, ranked #22.

Arvest Investments first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Arvest Investments held 97,426 shares of iShares MSCI EAFE ETF worth $10.1M as of Q2 2026.
  • Arvest Investments sold 1,402 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $144K.
  • iShares MSCI EAFE ETF made up 1.22% of Arvest Investments's portfolio in Q2 2026, its #22 holding.
  • Arvest Investments first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.