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 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 $1.37T 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Atlanta Consulting Group Advisors's IEFA Position: Q1 2026 in Review

Atlanta Consulting Group Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.7% in Q1 2026, selling an estimated $546K and leaving 61,631 shares worth $5.58M. The position accounts for 1.2% of the portfolio, ranked #13.

Atlanta Consulting Group Advisors first reported a position in IEFA in Q1 2024 and has held it in 9 quarters since. The position peaked at $12.6M in Q2 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Atlanta Consulting Group Advisors held 61,631 shares of iShares Core MSCI EAFE ETF worth $5.58M as of Q1 2026.
Atlanta Consulting Group Advisors sold 5,850 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $546K.
iShares Core MSCI EAFE ETF made up 1.2% of Atlanta Consulting Group Advisors's portfolio in Q1 2026, its #13 holding.
Atlanta Consulting Group Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
Atlanta Consulting Group Advisors's iShares Core MSCI EAFE ETF position peaked at $12.6M in Q2 2024.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q1 2026, filed 15 May 2026.