Atlantic Union Bankshares’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Atlantic Union Bankshares’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	$17.9M	Buy	185,323 +28,552	+18%	+$2.74M	0.3%	76
2026 Q1	$14.2M	Buy	156,771 +93,969	+150%	+$8.77M	0.27%	82
2025 Q4	$5.62M	Buy	62,802 +28,952	+86%	+$2.56M	0.11%	172
2025 Q3	$2.96M	Buy	33,850 +16,969	+101%	+$1.44M	0.06%	247
2025 Q2	$1.41M	Buy	16,881 +9,857	+140%	+$782K	0.03%	284
2025 Q1	$531K	Sell	7,024 -1,832	-21%	-$137K	0.03%	226
2024 Q4	$622K	Buy	8,856 +81	+0.9%	+$5.98K	0.04%	221
2024 Q3	$685K	Buy	8,775 +274	+3%	+$20.5K	0.04%	220
2024 Q2	$617K	Buy	8,501 +5,300	+166%	+$390K	0.04%	222
2024 Q1	$238K	Sell	3,201 -691	-18%	-$49.2K	0.02%	260
2023 Q4	$274K	Buy	3,892 +720	+23%	+$47.5K	0.03%	256
2023 Q3	$204K	Hold	3,172	–	–	0.02%	267
2023 Q2	$214K	Buy	3,172 +8	+0.3%	+$543	0.02%	269
2023 Q1	$212K	Sell	3,164 -1,702	-35%	-$112K	0.02%	266
2022 Q4	$300K	Buy	4,866 +735	+18%	+$43.3K	0.03%	229
2022 Q3	$218K	Sell	4,131 -406	-9%	-$23.9K	0.03%	234
2022 Q2	$267K	Sell	4,537 -2,939	-39%	-$189K	0.03%	225
2022 Q1	$520K	Sell	7,476 -163	-2%	-$11.5K	0.05%	188
2021 Q4	$570K	Buy	7,639 +448	+6%	+$33.7K	0.05%	183
2021 Q3	$534K	Sell	7,191 -875	-11%	-$66.6K	0.05%	187
2021 Q2	$604K	Sell	8,066 -66	-0.8%	-$4.98K	0.06%	184
2021 Q1	$586K	Hold	8,132	–	–	0.06%	174
2020 Q4	$562K	Sell	8,132 -1,432	-15%	-$92.6K	0.06%	177
2020 Q3	$576K	Sell	9,564 -26,720	-74%	-$1.61M	0.07%	168
2020 Q2	$2.07M	Sell	36,284 -6,697	-16%	-$363K	0.26%	89
2020 Q1	$2.14M	Buy	+42,981	New	+$2.56M	0.31%	84

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

Atlantic Union Bankshares's IEFA Position: Q2 2026 in Review

Atlantic Union Bankshares increased its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q2 2026, buying an estimated $2.74M and bringing the position to 185,323 shares worth $17.9M. The position accounts for 0.3% of the portfolio, ranked #76.

Atlantic Union Bankshares first reported a position in IEFA in Q1 2020 and has held it in 26 quarters since. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Atlantic Union Bankshares held 185,323 shares of iShares Core MSCI EAFE ETF worth $17.9M as of Q2 2026.
Atlantic Union Bankshares bought 28,552 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.74M.
iShares Core MSCI EAFE ETF made up 0.3% of Atlantic Union Bankshares's portfolio in Q2 2026, its #76 holding.
Atlantic Union Bankshares first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.