AEPWM
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Atlantic Edge Private Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Atlantic Edge Private Wealth Management’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 		$27.3M Sell
282,364
-8,532
-3% -$820K 5.57% 1
2026
Q1 		$26.3M Buy
290,896
+6,350
+2% +$593K 6.47% 1
2025
Q4 		$25.5M Buy
284,546
+17,490
+7% +$1.55M 6.32% 1
2025
Q3 		$23.3M Sell
267,056
-7,294
-3% -$620K 5.99% 1
2025
Q2 		$22.9M Sell
274,350
-48
-0% -$3.81K 6.28% 1
2025
Q1 		$20.8M Buy
274,398
+24,592
+10% +$1.84M 6.34% 1
2024
Q4 		$17.6M Sell
249,806
-7,018
-3% -$518K 5.43% 2
2024
Q3 		$20M Buy
256,824
+16,239
+7% +$1.22M 6.1% 1
2024
Q2 		$17.5M Buy
240,585
+27,053
+13% +$1.99M 5.84% 1
2024
Q1 		$15.8M Buy
213,532
+21,927
+11% +$1.56M 5.45% 2
2023
Q4 		$13.5M Buy
+191,605
New +$12.6M 5.48% 2

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IEFA Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.9% in Q2 2026, selling an estimated $820K and leaving 282,364 shares worth $27.3M. The position accounts for 5.57% of the portfolio, ranked #1.

Atlantic Edge Private Wealth Management first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 1,068 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 282,364 shares of iShares Core MSCI EAFE ETF worth $27.3M as of Q2 2026.
  • Atlantic Edge Private Wealth Management sold 8,532 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $820K.
  • iShares Core MSCI EAFE ETF made up 5.57% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Atlantic Edge Private Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,068 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.