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

Atala 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
2025
Q2 		– Sell
-26
Closed -$1.97K – 268
2025
Q1 		$1.97K Hold
26
– – ﹤0.01% 443
2024
Q4 		$1.83K Buy
+26
New +$1.92K ﹤0.01% 445

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TIAA Trust, National Association
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Envestnet Asset Management
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Atala Financial's IEFA Position: Q2 2025 in Review

Atala Financial sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 26 shares — an estimated $1.97K sold.

Atala Financial first reported a position in IEFA in Q4 2024 and held it in 2 quarters. The position peaked at $1.97K in Q1 2025. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Atala Financial reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 26 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $1.97K.
  • Atala Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and held it in 2 quarters.
  • Atala Financial's iShares Core MSCI EAFE ETF position peaked at $1.97K in Q1 2025.
  • 2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.