Atlanta Consulting Group Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Atlanta Consulting Group Advisors’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	$6M	Buy	62,176 +545	+0.9%	+$52.3K	0.95%	20
2026 Q1	$5.58M	Sell	61,631 -5,850	-9%	-$546K	1.2%	13
2025 Q4	$6.04M	Buy	67,481 +10,370	+18%	+$917K	1.37%	13
2025 Q3	$4.99M	Buy	57,111 +5,368	+10%	+$456K	1.22%	13
2025 Q2	$4.32M	Buy	51,743 +81	+0.2%	+$6.43K	1.18%	14
2025 Q1	$3.91M	Sell	51,662 -8,105	-14%	-$606K	1.14%	15
2024 Q4	$4.2M	Sell	59,767 -3,711	-6%	-$274K	1.55%	14
2024 Q3	$4.95M	Sell	63,478 -110,625	-64%	-$8.28M	1.23%	15
2024 Q2	$12.6M	Buy	174,103 +116,340	+201%	+$8.56M	2.73%	8
2024 Q1	$4.29M	Buy	+57,763	New	+$4.11M	1.48%	10

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

Atlanta Consulting Group Advisors's IEFA Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.88% in Q2 2026, buying an estimated $52.3K and bringing the position to 62,176 shares worth $6M. The position accounts for 0.95% of the portfolio, ranked #20.

Atlanta Consulting Group Advisors first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.6M in Q2 2024. 2,461 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Atlanta Consulting Group Advisors held 62,176 shares of iShares Core MSCI EAFE ETF worth $6M as of Q2 2026.
Atlanta Consulting Group Advisors bought 545 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $52.3K.
iShares Core MSCI EAFE ETF made up 0.95% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #20 holding.
Atlanta Consulting Group Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
Atlanta Consulting Group Advisors's iShares Core MSCI EAFE ETF position peaked at $12.6M in Q2 2024.
2,461 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.